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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
LL
1876
LPWM LLC
Minnesota
$806K
WSWA
1877
Warren Street Wealth Advisors
California
$806K
UCI
1878
Uncommon Cents Investing
Wisconsin
$805K
LCM
1879
LVM Capital Management
Michigan
$805K
MCWA
1880
Meadow Creek Wealth Advisors
Georgia
$804K
RWM
1881
RBA Wealth Management
California
$804K
MMCM
1882
Murphy & Mullick Capital Management
New York
$802K
SFS
1883
Strategic Financial Services
New York
$802K
LIA
1884
LS Investment Advisors
Michigan
$801K
SHFA
1885
SC&H Financial Advisors
Maryland
$797K
KMWM
1886
Keudell/Morrison Wealth Management
Oregon
$796K
AI
1887
AXS Investments
New York
$795K
ACGA
1888
Atlanta Consulting Group Advisors
Georgia
$793K
CCP
1889
Cassia Capital Partners
North Carolina
$792K
ESB
1890
Essex Savings Bank
Connecticut
$791K
GKFF
1891
George Kaiser Family Foundation
Oklahoma
$791K
GSEP
1892
Golden State Equity Partners
California
$790K
SOAM
1893
SBI Okasan Asset Management
Japan
$789K
THCM
1894
Taylor Hoffman Capital Management
Virginia
$789K
CIC
1895
Cornercap Investment Counsel
Georgia
$787K
PPW
1896
Parcion Private Wealth
Washington
$786K
LCG
1897
Lakeshore Capital Group
Illinois
$784K
BB
1898
Burford Brothers
Texas
$784K
CCM
1899
Cox Capital Management
Massachusetts
$783K
TPWM
1900
Twelve Points Wealth Management
Massachusetts
$781K