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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
SAM
2026
Sawgrass Asset Management
Florida
$671K
TIA
2027
Tiemann Investment Advisors
California
$671K
IIA
2028
IPG Investment Advisors
California
$670K
MAM
2029
McLean Asset Management
Virginia
$670K
CAC
2030
Certified Advisory Corp
Florida
$669K
CFP
2031
Cascade Financial Partners
California
$669K
HA
2032
Huntleigh Advisors
Missouri
$669K
WIC
2033
Wilkins Investment Counsel
Massachusetts
$668K
M1FG
2034
Mach-1 Financial Group
Arkansas
$668K
CIM
2035
Cambria Investment Management
California
$666K
KWM
2036
KFG Wealth Management
Indiana
$666K
SVCP
2037
Silicon Valley Capital Partners
California
$663K
SIM
2038
Sterling Investment Management
Arizona
$663K
PMSA
2039
Patrick M. Sweeney & Associates
Illinois
$662K
PWM
2040
Paulson Wealth Management
Illinois
$662K
IFS
2041
Ifrah Financial Services
Arkansas
$661K
CCA
2042
Cruiser Capital Advisors
Connecticut
$660K
AGA
2043
Accuvest Global Advisors
Utah
$660K
LPFG
2044
Landing Point Financial Group
Ohio
$659K
SL
2045
Sentinus LLC
Illinois
$659K
ACM
2046
Ardent Capital Management
Ohio
$659K
CNBT
2047
Canandaigua National Bank & Trust
New York
$658K
EFA
2048
Englebert Financial Advisers
Pennsylvania
$658K
DCM
2049
Dorato Capital Management
Colorado
$658K
FAT
2050
First American Trust
California
$657K