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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
BCM
1376
Birch Capital Management
Texas
$1.93M
EAM
1377
Exome Asset Management
New York
$1.93M
ATFA
1378
All Terrain Financial Advisors
Minnesota
$1.92M
KA
1379
Kerrisdale Advisers
Florida
$1.92M
VA
1380
Valmark Advisers
Ohio
$1.92M
EWM
1381
Evergreen Wealth Management
Michigan
$1.92M
BWG
1382
Boomfish Wealth Group
Georgia
$1.92M
JSAM
1383
J. Safra Asset Management
New York
$1.92M
RPCONE
1384
Retirement Planning Company of New England
Rhode Island
$1.92M
CI
1385
Cherokee Insurance
Michigan
$1.91M
AHC
1386
Adell Harriman & Carpenter
Texas
$1.91M
AIC
1387
Archer Investment Corporation
Indiana
$1.91M
LFG
1388
Larson Financial Group
Missouri
$1.91M
AIM
1389
Advyzon Investment Management
Illinois
$1.91M
APW
1390
Aventura Private Wealth
Florida
$1.9M
TWP
1391
Tyche Wealth Partners
Texas
$1.89M
LCM
1392
LRT Capital Management
Texas
$1.89M
KCM
1393
Kathmere Capital Management
Pennsylvania
$1.88M
SC
1394
SouthState Corp
Florida
$1.88M
SIC
1395
Samalin Investment Counsel
New York
$1.88M
GWM
1396
Geneos Wealth Management
Colorado
$1.88M
FLC
1397
Fifth Lane Capital
Texas
$1.88M
JCM
1398
Janney Capital Management
Pennsylvania
$1.87M
EWM
1399
Elmwood Wealth Management
California
$1.87M
PP
1400
PDS Planning
Ohio
$1.87M