We are live on ! Find out more
UNH icon

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
AAB
2501
ABN AMRO Bank
Netherlands
$354K -$17.3K -51 -5%
VAF
2502
Values Added Financial
District of Columbia
$354K -$12.5K -37 -3%
CWA
2503
Consilio Wealth Advisors
Washington
$354K +$1.36K +4 +0.4%
AMG
2504
Asset Management Group
Connecticut
$354K -$210K -620 -37%
AIS
2505
Advocate Investing Services
Maryland
$353K +$362K +1,068 New
QL
2506
Quarry LP
New York
$353K +$267K +787 +280%
WCM
2507
WealthBridge Capital Management
Ohio
$352K -$25.4K -75 -7%
CWA
2508
Clarus Wealth Advisors
Arizona
$352K +$358K +1,055 New
IIC
2509
Integrated Investment Consultants
Michigan
$352K -$449K -1,325 -55%
PWM
2510
Provident Wealth Management
Tennessee
$352K
CJ
2511
Caitlin John
Michigan
$351K +$13.6K +40 +4%
AF
2512
Aldebaran Financial
$350K -$35.6K -105 -9%
IWM
2513
Iams Wealth Management
Nebraska
$350K +$360K +1,061 New
ISFAN
2514
Investor's Fiduciary Advisor Network
Washington
$350K +$85.1K +251 +31%
BWM
2515
BlackDiamond Wealth Management
New York
$350K +$39K +115 +10%
CWM
2516
CCG Wealth Management
California
$349K +$109K +321 +44%
QFA
2517
Quantum Financial Advisors
California
$349K +$678 +2 +0.2%
VDC
2518
Van Diest Capital
Iowa
$349K +$358K +1,057 New
MFF
2519
Michels Family Financial
Texas
$349K +$25.8K +76 +8%
FAG
2520
Fortitude Advisory Group
Washington
$349K +$6.78K +20 +2%
ABLA
2521
Alan B. Lancz & Associates
Ohio
$348K -$67.8K -200 -16%
BTWM
2522
Baker Tilly Wealth Management
Wisconsin
$348K +$339 +1 +0.1%
TC
2523
Tannin Capital
North Carolina
$348K +$357K +1,053 New
GIM
2524
Groesbeck Investment Management
New Jersey
$347K -$40.7K -120 -10%
WA
2525
Winter & Associates
Minnesota
$347K +$357K +1,052 New