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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
SFO
1776
Stokes Family Office
Louisiana
$930K
LFM
1777
LGT Fund Management
Liechtenstein
$928K
APW
1778
Austin Private Wealth
Texas
$927K
MAG
1779
MRA Advisory Group
New Jersey
$926K
SAM
1780
Sompo Asset Management
Japan
$924K
FMLI
1781
Fukoku Mutual Life Insurance
Japan
$921K
VFG
1782
Victory Financial Group
Texas
$917K
BFPW
1783
BOK Financial Private Wealth
Colorado
$916K
BWM
1784
BAM Wealth Management
Colorado
$914K
SFG
1785
SNS Financial Group
Minnesota
$914K
LWM
1786
Lodestone Wealth Management
Washington
$913K
NWMG
1787
National Wealth Management Group
Ohio
$913K
PAP
1788
Persistent Asset Partners
Hong Kong
$913K
EWM
1789
EPG Wealth Management
Georgia
$911K
SOS
1790
Silver Oak Securities
Tennessee
$910K
TWL
1791
Tempo Wealth, LLC
Ohio
$907K
WI
1792
WrapManager Inc
California
$905K
EC
1793
EdgeRock Capital
Colorado
$904K
EIP
1794
Ellis Investment Partners
Pennsylvania
$902K
3IP
1795
3Chopt Investment Partners
Virginia
$902K
BOH
1796
Bank of Hawaii
Hawaii
$902K
MA
1797
MJP Associates
Connecticut
$901K
MSFS
1798
Main Street Financial Solutions
Pennsylvania
$900K
WIA
1799
Westbourne Investment Advisors
Maryland
$900K
IIL
1800
Income Insurance Ltd
$900K