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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
ZIC
1676
ZWJ Investment Counsel
Georgia
$1.11M
GB
1677
Goepper Burkhardt
South Carolina
$1.11M
PFGIA
1678
Patriot Financial Group Insurance Agency
Massachusetts
$1.1M
RCM
1679
Requisite Capital Management
Texas
$1.1M
HIM
1680
Harbour Investment Management
Washington
$1.1M
AWP
1681
Ascent Wealth Partners
New York
$1.1M
MTIM
1682
Marathon Trading Investment Management
Pennsylvania
$1.09M
HWA
1683
HHM Wealth Advisors
Tennessee
$1.09M
DFA
1684
Delta Financial Advisors
Louisiana
$1.09M
CPR
1685
CSU Producer Resources
Ohio
$1.09M
CRI
1686
Colonial River Investments
Virginia
$1.08M
IFWM
1687
Institute for Wealth Management
Colorado
$1.08M
AP
1688
Advisors Preferred
Maryland
$1.08M
LA
1689
LVW Advisors
New York
$1.08M
JSL
1690
JT Stratford LLC
Georgia
$1.07M
ILI
1691
Invesco LLC (Illinois)
Illinois
$1.07M
CA
1692
Cache Advisors
California
$1.07M
QC
1693
Quent Capital
New York
$1.07M
QLSGSCF
1694
Quent Long Short Global Small Cap Fund
New York
$1.07M
AF
1695
Arrow Financial
New York
$1.07M
VV
1696
Verity & Verity
South Carolina
$1.06M
EB
1697
Emprise Bank
Kansas
$1.06M
RCM
1698
Riverpark Capital Management
New York
$1.06M
NS
1699
NBC Securities
Alabama
$1.06M
BCP
1700
Blackhawk Capital Partners
Wisconsin
$1.05M