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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
APIM
2151
Agate Pass Investment Management
Washington
$558K
FGC
2152
First Growth Capital
Maryland
$558K
SIAP
2153
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$557K
CNB
2154
Camden National Bank
Maine
$556K
DA
2155
Detalus Advisors
Missouri
$555K
BCM
2156
Bienville Capital Management
New York
$554K
TWM
2157
Thrive Wealth Management
Pennsylvania
$551K
EWM
2158
Echo Wealth Management
Minnesota
$551K
SRL
2159
Scientech Research LLC
New Jersey
$550K
CA
2160
Claris Advisors
Missouri
$549K
RPGNY
2161
Retirement Planning Group (New York)
New York
$549K
VCM
2162
Voleon Capital Management
California
$548K
TNB
2163
Thomasville National Bank
Georgia
$548K
ABTD
2164
Arvest Bank Trust Division
Oklahoma
$546K
MCM
2165
MV Capital Management
Maryland
$544K
CL
2166
CLG LLC
California
$544K
KFGK
2167
Keystone Financial Group (Kentucky)
Kentucky
$544K
SWG
2168
Summit Wealth Group
Vermont
$543K
GCA
2169
Genesee Capital Advisors
New York
$542K
SC
2170
Soundwatch Capital
Connecticut
$542K
DSA
2171
Droms Strauss Advisors
Missouri
$540K
OCA
2172
Odyssey Capital Advisors
Pennsylvania
$540K
KJHP
2173
K.J. Harrison & Partners
Ontario, Canada
$539K
EWA
2174
Eagle Wealth Advisors
Connecticut
$538K
CCL
2175
Clearwave Capital, LLC
California
$537K