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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
AWF
2551
Alpha Wealth Funds
Utah
$337K
FCM
2552
Fire Capital Management
California
$336K +$345K +1,019 New
UCB
2553
United Community Bank
South Carolina
$336K -$367K -1,082 -52%
AMG
2554
Advisors Management Group
Wisconsin
$336K
PFA
2555
Perryman Financial Advisory
Texas
$336K +$345K +1,018 New
EWM
2556
Evermay Wealth Management
Virginia
$335K -$400K -1,181 -54%
WIM
2557
Warwick Investment Management
Texas
$335K +$45.4K +134 +15%
HWM
2558
Hohimer Wealth Management
Washington
$334K -$133K -393 -28%
HFS
2559
Heritage Financial Services
Massachusetts
$333K +$17.3K +51 +5%
FFG
2560
Fortress Financial Group
Minnesota
$333K +$2.37K +7 +0.7%
CIA
2561
Compass Ion Advisors
Pennsylvania
$332K -$45.8K -135 -12%
EBA
2562
Eagle Bay Advisors
New York
$332K +$53.2K +157 +18%
MAM
2563
Marotta Asset Management
Virginia
$332K
PAM
2564
PCG Asset Management
New Jersey
$331K -$7.46K -22 -2%
SHWA
2565
Safe Harbor Wealth Advisors
Ohio
$330K +$394K +1,162 New
FOA
2566
Five Oceans Advisors
California
$330K -$1.02K -3 -0.3%
AF
2567
AtlasMark Financial
Texas
$330K
PWAM
2568
Papamarkou Wellner Asset Management
New York
$330K
QOP
2569
Quinn Opportunity Partners
Virginia
$330K
CCM
2570
Capstone Capital Management
$330K +$339K +1,000 New
I
2571
InceptionR
California
$330K +$339K +1,000 New
MO
2572
McMillan Office
Michigan
$330K +$339K +1,000 New
WWM
2573
Waterway Wealth Management
Texas
$330K +$339K +1,000 New
Cohen & Steers
2574
Cohen & Steers
New York
$330K
BWP
2575
Baldwin Wealth Partners
Massachusetts
$329K -$148K -437 -30%