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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
WBCM
1976
Wilson & Boucher Capital Management
California
$721K
NFG
1977
Northbridge Financial Group
Florida
$720K
GHA
1978
Granite Harbor Advisors
Texas
$720K
FPCP
1979
Fort Point Capital Partners
California
$718K
BFA
1980
Beaumont Financial Advisors
Massachusetts
$718K
RPGK
1981
Retirement Planning Group (Kansas)
Kansas
$718K
BIAS
1982
Beacon Investment Advisory Services
New Jersey
$716K
DAM
1983
Diamant Asset Management
Connecticut
$716K
WCM
1984
Wallace Capital Management
Texas
$714K
SMA
1985
Seven Mile Advisory
New Jersey
$714K
SWM
1986
SHP Wealth Management
Massachusetts
$714K
TMWM
1987
Taylor & Morgan Wealth Management
Michigan
$714K
PCM
1988
Presidio Capital Management
California
$713K
RIA
1989
Realta Investment Advisors
Delaware
$712K
HP
1990
Havemeyer Place
Connecticut
$712K
TA
1991
TCM Advisors
West Virginia
$709K
LI
1992
LRI Investments
Florida
$709K
LI
1993
LMCG Investments
Massachusetts
$706K
WCA
1994
Westover Capital Advisors
Delaware
$706K
WC
1995
Waterloo Capital
Texas
$704K
RPC
1996
Rossmore Private Capital
Connecticut
$703K
RBC
1997
Romano Brothers & Co
Illinois
$702K
CA
1998
Cambridge Advisors
Nebraska
$700K
SWA
1999
SFMG Wealth Advisors
Texas
$699K
GI
2000
GAMCO Investors
Connecticut
$698K