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UnitedHealth

3,247 hedge funds and large institutions have $248B invested in UnitedHealth in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,111 increasing their positions, 1,485 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $254B → $248B (-$5.75B)

21% less funds holding in top 10

Funds holding in top 10: 9978 (-21)

25% less repeat investments, than reductions

Existing positions increased: 1,111 | Existing positions reduced: 1,485

Holders
3,247
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.7B
Puts
$17.4B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
1051
Campbell & Co Investment Adviser
Maryland
$3.65M
VA
1052
VestGen Advisors
Illinois
$3.64M
CT
1053
Coastline Trust
Rhode Island
$3.63M
PWM
1054
Perigon Wealth Management
California
$3.62M
WJWM
1055
Williams Jones Wealth Management
New York
$3.58M
CPBTD
1056
Central Pacific Bank - Trust Division
Hawaii
$3.57M
ECM
1057
Elgethun Capital Management
South Dakota
$3.53M
KF
1058
Krilogy Financial
Missouri
$3.53M
FIB
1059
First Interstate Bank
Montana
$3.53M
LAM
1060
Lountzis Asset Management
Pennsylvania
$3.53M
GT
1061
Glenview Trust
Kentucky
$3.53M
TC
1062
Tejara Capital
United Kingdom
$3.53M
LCM
1063
Logan Capital Management
Pennsylvania
$3.52M
SW
1064
Simplicity Wealth
New Jersey
$3.52M
WPP
1065
Whalerock Point Partners
Rhode Island
$3.5M
AI
1066
Accredited Investors
Minnesota
$3.47M
NED
1067
Nancy E. Dempze
$3.45M
TI
1068
TrueMark Investments
Illinois
$3.45M
BHA
1069
Beech Hill Advisors
New York
$3.44M
BMWM
1070
Brown Miller Wealth Management
Virginia
$3.43M
CT
1071
Colonial Trust
South Carolina
$3.43M
QCM
1072
Qsemble Capital Management
New York
$3.42M
WBWA
1073
William B. Walkup & Associates
South Carolina
$3.41M
AWA
1074
Aaron Wealth Advisors
Illinois
$3.4M
AF
1075
Advisornet Financial
Minnesota
$3.39M