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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
DI
2526
Disciplined Investors
Texas
$347K -$107K -317 -23%
RWA
2527
River Wealth Advisors
Pennsylvania
$346K -$238K -703 -40%
NCTC
2528
New Covenant Trust Company
Indiana
$346K +$4.74K +14 +1%
PHAM
2529
Palisades Hudson Asset Management
Florida
$346K
4A
2530
4Wealth Advisors
Illinois
$345K -$6.78K -20 -2%
HIS
2531
Horizon Investment Services
Indiana
$345K
AFA
2532
Antonelli Financial Advisors
Michigan
$345K
AIA
2533
Arbor Investment Advisors
North Carolina
$345K -$110K -326 -24%
OWM
2534
OneAscent Wealth Management
Alabama
$345K -$8.13K -24 -2%
CFO
2535
Custos Family Office
Texas
$344K -$50.8K -150 -13%
SEP
2536
Signature Equity Partners
Ohio
$343K +$352K +1,040 New
RAM
2537
Reflection Asset Management
South Carolina
$343K +$352K +1,040 New
DDPIC
2538
Deroy & Devereaux Private Investment Counsel
Michigan
$343K -$4.07K -12 -1%
TIA
2539
Traphagen Investment Advisors
New Jersey
$343K -$46.1K -136 -12%
AFG
2540
Altiora Financial Group
Ohio
$343K
AFC
2541
Avise Financial Cooperative
California
$342K +$351K +1,035 New
WCFA
2542
Walkner Condon Financial Advisors
Wisconsin
$342K -$6.44K -19 -2%
KOC
2543
Koss-Olinger Consulting
Florida
$341K +$17.6K +52 +5%
CSC
2544
Caldwell Sutter Capital
California
$340K +$17.3K +51 +5%
CCG
2545
Catalina Capital Group
California
$340K -$35.9K -106 -9%
SF
2546
SWP Financial
California
$339K
WFL
2547
Wealth Forward LLC
North Dakota
$338K +$4.41K +13 +1%
OFG
2548
Oxford Financial Group
Indiana
$338K -$50.5K -149 -13%
PCM
2549
Polymer Capital Management
New York
$338K -$133K -392 -28%
FCM
2550
Fogel Capital Management
Florida
$337K -$2.71K -8 -0.8%