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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
RIA
1976
Realta Investment Advisors
Delaware
$712K
HP
1977
Havemeyer Place
Connecticut
$712K
TA
1978
TCM Advisors
West Virginia
$709K
LI
1979
LRI Investments
Florida
$709K
LI
1980
LMCG Investments
Massachusetts
$706K
WCA
1981
Westover Capital Advisors
Delaware
$706K
WC
1982
Waterloo Capital
Texas
$704K
RPC
1983
Rossmore Private Capital
Connecticut
$703K
RBC
1984
Romano Brothers & Co
Illinois
$702K
CA
1985
Cambridge Advisors
Nebraska
$700K
SWA
1986
SFMG Wealth Advisors
Texas
$699K
GI
1987
GAMCO Investors
Connecticut
$698K
FFWM
1988
Future Financial Wealth Management
Ohio
$698K
ALA
1989
Atlas Legacy Advisors
California
$697K
LK
1990
Lumbard & Kellner
New Hampshire
$696K
GPWM
1991
Grant Private Wealth Management
California
$695K
RWA
1992
Redhawk Wealth Advisors
Minnesota
$694K
CCA
1993
Coign Capital Advisors
Utah
$693K
NJIM
1994
Nabity-Jensen Investment Management
Nebraska
$693K
SA
1995
Sovran Advisors
California
$692K
EHWM
1996
Eads & Heald Wealth Management
Georgia
$690K
AWA
1997
Amplius Wealth Advisors
Pennsylvania
$685K
SIM
1998
Synergy Investment Management
Florida
$685K
BWM
1999
Baron Wealth Management
Michigan
$685K
NEWAS
2000
N.E.W. Advisory Services
Wisconsin
$683K