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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
DM
1551
Diversified Management
Wisconsin
$1.4M
EP
1552
EPIQ Partners
Minnesota
$1.4M
TSW
1553
Thompson Siegel & Walmsley
Virginia
$1.39M
PIA
1554
Perennial Investment Advisors
California
$1.38M
FI
1555
Finivi Inc
Massachusetts
$1.38M
TFA
1556
Transamerica Financial Advisors
Florida
$1.38M
PWPS
1557
Pinnacle Wealth Planning Services
Ohio
$1.38M
ZIG
1558
Zuckerman Investment Group
Illinois
$1.37M
MCCA
1559
Mill Creek Capital Advisors
Pennsylvania
$1.37M
WPC
1560
White Pine Capital
Minnesota
$1.36M
PWS
1561
Peloton Wealth Strategists
Indiana
$1.36M
HR
1562
Howe & Rusling
New York
$1.35M
MG
1563
Mather Group
Illinois
$1.34M
NW
1564
Naviter Wealth
Arkansas
$1.34M
MIA
1565
MeadowBrook Investment Advisors
Michigan
$1.34M
TGIA
1566
Torrey Growth & Income Advisors
California
$1.34M
CAMG
1567
CWA Asset Management Group
Florida
$1.34M
VCAM
1568
Van Cleef Asset Management
Ohio
$1.34M
LWMPC
1569
Lifetime Wealth Management P.C.
Texas
$1.34M
NAS
1570
Nicolet Advisory Services
Wisconsin
$1.33M
CIAS
1571
CFS Investment Advisory Services
New Jersey
$1.32M
AWM
1572
Ameliora Wealth Management
Switzerland
$1.32M
BCP
1573
Berkeley Capital Partners
Georgia
$1.32M
OIS
1574
Okabena Investment Services
Minnesota
$1.31M
KCM
1575
Kanawha Capital Management
Virginia
$1.31M