UNH icon

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
DA
2451
Dillon & Associates
Michigan
$367K
AW
2452
Atlas Wealth
Ohio
$366K
LMFPL
2453
Larry Mathis Financial Planning, LLC
Arizona
$365K
BCM
2454
Berbice Capital Management
New York
$365K
PCI
2455
Planning Center Inc
Illinois
$364K
NRI
2456
NFP Retirement Inc
California
$364K
MWM
2457
Moran Wealth Management
Florida
$364K
MWA
2458
Monograph Wealth Advisors
California
$363K
BFC
2459
Bedel Financial Consulting
Indiana
$363K
PWM
2460
Pursuit Wealth Management
Florida
$363K
DIM
2461
Delta Investment Management
California
$360K
HWM
2462
HFR Wealth Management
New York
$360K
IP
2463
Ignite Planners
California
$358K
OPWM
2464
Oxinas Partners Wealth Management
Indiana
$358K
AFA
2465
Allium Financial Advisors
Oregon
$358K
NFTC
2466
North Forty Two & Co
Oregon
$357K
ACM
2467
Andina Capital Management
Utah
$357K
VAMG
2468
Voisard Asset Management Group
Michigan
$357K
GRR
2469
Golden Reserve Retirement
Ohio
$356K
TFM
2470
TFC Financial Management
Massachusetts
$355K
CAC
2471
Core Alternative Capital
Georgia
$355K
FC
2472
Financial Consulate
Maryland
$355K
AAB
2473
ABN AMRO Bank
Netherlands
$354K
VAF
2474
Values Added Financial
District of Columbia
$354K
CWA
2475
Consilio Wealth Advisors
Washington
$354K