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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
MFS
1526
Monetta Financial Services
Illinois
$1.45M
PWS
1527
Peterson Wealth Services
Utah
$1.45M
NG
1528
Norden Group
Utah
$1.45M
FCG
1529
Fielder Capital Group
Tennessee
$1.45M
WIM
1530
Westside Investment Management
California
$1.44M
OFS
1531
OneAscent Financial Services
Alabama
$1.43M
CFG
1532
Cooper Financial Group
California
$1.43M
TWP
1533
Triad Wealth Partners
Kansas
$1.43M
TVPW
1534
Third View Private Wealth
Connecticut
$1.43M
XT
1535
XTX Topco
Cayman Islands
$1.43M
BC
1536
Bowman & Company
Wisconsin
$1.43M
FISPB
1537
Fideuram - Intesa Sanpaolo Private Banking
$1.43M
A
1538
Argentarii
Ohio
$1.43M
RSWM
1539
Robertson Stephens Wealth Management
California
$1.43M
RE
1540
Rydar Equities
Texas
$1.42M
SACTSONJ
1541
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.42M
HG
1542
Herbst Group
Connecticut
$1.42M
CCM
1543
Courage Capital Management
Tennessee
$1.42M
FP
1544
Financial Perspectives
Minnesota
$1.42M
FFG
1545
Frisch Financial Group
New York
$1.42M
PT
1546
Plimoth Trust
Massachusetts
$1.41M
LOAMU
1547
Lombard Odier Asset Management (USA)
New York
$1.41M
OFS
1548
Orrstown Financial Services
Pennsylvania
$1.41M
CCFM
1549
Clear Creek Financial Management
Washington
$1.41M
CFGW
1550
Chancellor Financial Group WB
Pennsylvania
$1.4M