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UnitedHealth

3,293 hedge funds and large institutions have $248B invested in UnitedHealth in 2025 Q4 according to their latest regulatory filings, with 413 funds opening new positions, 1,116 increasing their positions, 1,495 reducing their positions, and 212 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 413 | Existing positions closed: 212

19% more call options, than puts

Call options by funds: $20.7B | Put options by funds: $17.4B

4% more funds holding

Funds holding: 3,1573,293 (+136)

1.95% more ownership

Funds ownership: 81.06%83% (+1.9%)

2% less capital invested

Capital invested by funds: $253B → $248B (-$5.17B)

21% less funds holding in top 10

Funds holding in top 10: 9978 (-21)

25% less repeat investments, than reductions

Existing positions increased: 1,116 | Existing positions reduced: 1,495

Holders
3,293
Holders Change
+136
Holders Change %
+4.31%
% of All Funds
40.07%
Holding in Top 10
78
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-21.21%
% of All Funds
0.95%
New
413
Increased
1,116
Reduced
1,495
Closed
212
Calls
$20.7B
Puts
$17.4B
Net Calls
+$3.33B
Net Calls Change
-$593M
Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
2476
Walter & Keenan Wealth Management
Indiana
$368K -$7.79K -23 -2%
BOPW
2477
Brandywine Oak Private Wealth
Pennsylvania
$368K -$85.4K -252 -18%
DA
2478
Dillon & Associates
Michigan
$367K
AW
2479
Atlas Wealth
Ohio
$366K
LMFP
2480
Larry Mathis Financial Planning
Arizona
$365K +$375K +1,107 New
BCM
2481
Berbice Capital Management
New York
$365K
PCI
2482
Planning Center Inc
Illinois
$364K
FWP
2483
Flatrock Wealth Partners
California
$364K +$374K +1,103 New
NRI
2484
NFP Retirement Inc
California
$364K -$158K -465 -30%
MWM
2485
Moran Wealth Management
Florida
$364K +$373K +1,102 New
MWA
2486
Monograph Wealth Advisors
California
$363K
BFC
2487
Bedel Financial Consulting
Indiana
$363K -$13.6K -40 -4%
PWM
2488
Pursuit Wealth Management
Florida
$363K +$372K +1,099 New
DIM
2489
Delta Investment Management
California
$360K -$50.2K -148 -12%
HWM
2490
HFR Wealth Management
New York
$360K
IP
2491
Ignite Planners
California
$358K +$32.2K +95 +8%
OPWM
2492
Oxinas Partners Wealth Management
Indiana
$358K +$339 +1 +0.1%
AFA
2493
Allium Financial Advisors
Oregon
$358K +$3.39K +10 +0.9%
NFTC
2494
North Forty Two & Co
Oregon
$357K
ACM
2495
Andina Capital Management
Utah
$357K -$18K -53 -5%
VAMG
2496
Voisard Asset Management Group
Michigan
$357K +$11.2K +33 +3%
GRR
2497
Golden Reserve Retirement
Ohio
$356K +$366K +1,079 New
TFM
2498
TFC Financial Management
Massachusetts
$355K +$224K +662 +160%
CAC
2499
Core Alternative Capital
Georgia
$355K +$220K +648 +151%
FC
2500
Financial Consulate
Maryland
$355K -$7.12K -21 -2%