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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
GA
1676
Greenspring Advisors
Maryland
$1.12M
IP
1677
Indivisible Partners
Florida
$1.12M
EPIME
1678
Evelyn Partners Investment Management (Europe)
$1.12M
DWM
1679
Defined Wealth Management
Oregon
$1.12M
IP
1680
Intellectus Partners
California
$1.12M
GAM
1681
Grandview Asset Management
Pennsylvania
$1.12M
FCFC
1682
First Commonwealth Financial Corp
Pennsylvania
$1.11M
MFG
1683
MidWestOne Financial Group
Iowa
$1.11M
ZIC
1684
ZWJ Investment Counsel
Georgia
$1.11M
GB
1685
Goepper Burkhardt
South Carolina
$1.11M
PFGIA
1686
Patriot Financial Group Insurance Agency
Massachusetts
$1.1M
RCM
1687
Requisite Capital Management
Texas
$1.1M
HIM
1688
Harbour Investment Management
Washington
$1.1M
AWP
1689
Ascent Wealth Partners
New York
$1.1M
MTIM
1690
Marathon Trading Investment Management
Pennsylvania
$1.09M
HWA
1691
HHM Wealth Advisors
Tennessee
$1.09M
DFA
1692
Delta Financial Advisors
Louisiana
$1.09M
CPR
1693
CSU Producer Resources
Ohio
$1.09M
CRI
1694
Colonial River Investments
Virginia
$1.08M
IFWM
1695
Institute for Wealth Management
Colorado
$1.08M
AP
1696
Advisors Preferred
Maryland
$1.08M
LA
1697
LVW Advisors
New York
$1.08M
JSL
1698
JT Stratford LLC
Georgia
$1.07M
ILI
1699
Invesco LLC (Illinois)
Illinois
$1.07M
CA
1700
Cache Advisors
California
$1.07M