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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
FFM
1251
Forum Financial Management
Illinois
$2.39M
CIA
1252
Choate Investment Advisors
Massachusetts
$2.38M
EWM
1253
Empirical Wealth Management
Washington
$2.37M
QI
1254
Qtron Investments
Massachusetts
$2.37M
GC
1255
Grimes & Company
Massachusetts
$2.37M
AO
1256
Advisor OS
Illinois
$2.36M
CB
1257
Community Bank
New York
$2.36M
MA
1258
Modus Advisors
Minnesota
$2.35M
SW
1259
Solidarity Wealth
Utah
$2.35M
CAI
1260
Capital Advisors Inc
Oklahoma
$2.34M
V
1261
ViaWealth
Kansas
$2.34M
AAS
1262
Ameritas Advisory Services
Nebraska
$2.34M
CAAS
1263
Capital Asset Advisory Services
Michigan
$2.33M
CT
1264
Caldwell Trust
Florida
$2.32M
WIA
1265
Wealthedge Investment Advisors
New York
$2.32M
GSB
1266
Greenfield Savings Bank
Massachusetts
$2.32M
CAG
1267
Csenge Advisory Group
Florida
$2.32M
HIC
1268
Holderness Investments Company
North Carolina
$2.32M
CCG
1269
Ceeto Capital Group
Florida
$2.32M
EPW
1270
Elevated Private Wealth
Wisconsin
$2.31M
CAM
1271
Carret Asset Management
New York
$2.31M
EMB
1272
Elefante Mark B
$2.31M
PCG
1273
Prosperity Consulting Group
Maryland
$2.31M
RMAM
1274
Raab & Moskowitz Asset Management
New Jersey
$2.31M
CA
1275
CWC Advisors
Oregon
$2.3M