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UnitedHealth

3,286 hedge funds and large institutions have $248B invested in UnitedHealth in 2025 Q4 according to their latest regulatory filings, with 409 funds opening new positions, 1,114 increasing their positions, 1,494 reducing their positions, and 212 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: $253B → $248B (-$5.07B)

21% less funds holding in top 10

Funds holding in top 10: 9978 (-21)

25% less repeat investments, than reductions

Existing positions increased: 1,114 | Existing positions reduced: 1,494

Holders
3,286
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
CCM
1551
Courage Capital Management
Tennessee
$1.42M
FP
1552
Financial Perspectives
Minnesota
$1.42M
FFG
1553
Frisch Financial Group
New York
$1.42M
PT
1554
Plimoth Trust
Massachusetts
$1.41M
LOAMU
1555
Lombard Odier Asset Management (USA)
New York
$1.41M
OFS
1556
Orrstown Financial Services
Pennsylvania
$1.41M
CCFM
1557
Clear Creek Financial Management
Washington
$1.41M
CFGW
1558
Chancellor Financial Group WB
Pennsylvania
$1.4M
DM
1559
Diversified Management
Wisconsin
$1.4M
EP
1560
EPIQ Partners
Minnesota
$1.4M
TSW
1561
Thompson Siegel & Walmsley
Virginia
$1.39M
PIA
1562
Perennial Investment Advisors
California
$1.38M
FI
1563
Finivi Inc
Massachusetts
$1.38M
TFA
1564
Transamerica Financial Advisors
Florida
$1.38M
PWPS
1565
Pinnacle Wealth Planning Services
Ohio
$1.38M
ZIG
1566
Zuckerman Investment Group
Illinois
$1.37M
MCCA
1567
Mill Creek Capital Advisors
Pennsylvania
$1.37M
WPC
1568
White Pine Capital
Minnesota
$1.36M
PWS
1569
Peloton Wealth Strategists
Indiana
$1.36M
HR
1570
Howe & Rusling
New York
$1.35M
MG
1571
Mather Group
Illinois
$1.34M
NW
1572
Naviter Wealth
Arkansas
$1.34M
MIA
1573
MeadowBrook Investment Advisors
Michigan
$1.34M
TGIA
1574
Torrey Growth & Income Advisors
California
$1.34M
CAMG
1575
CWA Asset Management Group
Florida
$1.34M