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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
HCM
1226
Hillman Capital Management
Maryland
$2.54M
TPCW
1227
TD Private Client Wealth
New York
$2.53M
SIC
1228
Shoker Investment Counsel
Ohio
$2.52M
EML
1229
Eos Management LP
New York
$2.51M
CRC
1230
Curi RMB Capital
Illinois
$2.51M
BDFN
1231
Bond & Devick Financial Network
Minnesota
$2.51M
FFA
1232
Fragasso Financial Advisors
Pennsylvania
$2.5M
BCM
1233
Becker Capital Management
Oregon
$2.5M
JC
1234
JB Capital
Connecticut
$2.5M
PDL
1235
Portfolio Design Labs
California
$2.5M
PWAM
1236
Pinnacle West Asset Management
Wyoming
$2.5M
KCM
1237
Kempner Capital Management
Texas
$2.49M
MLFP
1238
MPS Loria Financial Planners
Illinois
$2.49M
SJL
1239
Shayne & Jacobs LLC
Tennessee
$2.48M
CFCI
1240
Comprehensive Financial Consultants Institutional
Indiana
$2.48M
BOC
1241
Barbara Oil Co
Illinois
$2.48M
BAM
1242
Berkshire Asset Management
Pennsylvania
$2.48M
MW
1243
Maia Wealth
Colorado
$2.46M
FWA
1244
Fulcrum Wealth Advisors
Washington
$2.43M
CPIG
1245
Chicago Partners Investment Group
Illinois
$2.42M
RBA
1246
Richard Bernstein Advisors
New York
$2.41M
MMG
1247
Monetary Management Group
Missouri
$2.4M
FNBOO
1248
First National Bank of Omaha
Nebraska
$2.4M
VNA
1249
Valley National Advisers
Pennsylvania
$2.4M
MAGL
1250
Meadowbrook Advisors Group, LLC
New Jersey
$2.4M