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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
AIMCA
1401
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.85M
RAM
1402
Readystate Asset Management
Illinois
$1.84M
NCM
1403
Narwhal Capital Management
Georgia
$1.83M
NWMG
1404
Nicholson Wealth Management Group
South Carolina
$1.82M
MPAM
1405
Murphy Pohlad Asset Management
Minnesota
$1.82M
MTIC
1406
Missouri Trust & Investment Company
Missouri
$1.82M
AA
1407
Advisory Alpha
Michigan
$1.82M
AWM
1408
Avaii Wealth Management
Wisconsin
$1.8M
SWA
1409
Stratos Wealth Advisors
Ohio
$1.8M
EWA
1410
EverSource Wealth Advisors
Alabama
$1.79M
LIM
1411
Longfellow Investment Management
Massachusetts
$1.79M
MMPW
1412
Mitchell McLeod Pugh & Williams
Alabama
$1.79M
FLPIM
1413
F.L. Putnam Investment Management
Massachusetts
$1.78M
MCM
1414
Manchester Capital Management
Vermont
$1.78M
LWA
1415
Lineweaver Wealth Advisors
Ohio
$1.78M
LAM
1416
LOM Asset Management
$1.78M
CWP
1417
Concord Wealth Partners
Virginia
$1.77M
PTP
1418
Platform Technology Partners
New York
$1.76M
MC
1419
Moors & Cabot
Massachusetts
$1.76M
FSWA
1420
Financial Synergies Wealth Advisors
Texas
$1.75M
KNW
1421
Kesler Norman & Wride
Utah
$1.75M
CAMV
1422
Concord Asset Management (Virginia)
Virginia
$1.75M
BCA
1423
Bay Colony Advisors
Massachusetts
$1.74M
SIA
1424
Schear Investment Advisers
Ohio
$1.74M
EP
1425
Edgestream Partners
New Jersey
$1.74M