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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
CP
1276
Cornerstone Planning
North Carolina
$2.3M
FFS
1277
Fischer Financial Services
Pennsylvania
$2.29M
JSW
1278
Journey Strategic Wealth
New Jersey
$2.29M
FWM
1279
Focused Wealth Management
New York
$2.28M
SH
1280
SLT Holdings
Arizona
$2.28M
CTA
1281
Clear Trail Advisors
Texas
$2.28M
JIC
1282
Joel Isaacson & Co
New York
$2.28M
ICP
1283
Interchange Capital Partners
Pennsylvania
$2.28M
NL
1284
NWAM LLC
Washington
$2.27M
CS
1285
Cannell & Spears
New York
$2.27M
IC
1286
Inkwell Capital
Florida
$2.26M
OC
1287
Oakworth Capital
Alabama
$2.26M
ICP
1288
Impact Capital Partners
Colorado
$2.25M
PFBT
1289
Parkside Financial Bank & Trust
Missouri
$2.25M
NP
1290
NorthRock Partners
Minnesota
$2.25M
JHCP
1291
Jackson Hole Capital Partners
Oklahoma
$2.25M
BWM
1292
BCGM Wealth Management
Indiana
$2.25M
HAI
1293
Hennessy Advisors Inc
California
$2.24M
MNBTD
1294
Moody National Bank Trust Division
Texas
$2.24M
CC
1295
Constitution Capital
Connecticut
$2.23M
TAIM
1296
Te Ahumairangi Investment Management
New Zealand
$2.23M
FI
1297
Fosun International
China
$2.22M
SSA
1298
Sierra Summit Advisors
Nevada
$2.21M
SFO
1299
Stenger Family Office
Illinois
$2.21M
SGI
1300
Summit Global Investments
Utah
$2.21M