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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
RWB
2576
RMR Wealth Builders
New Jersey
$329K -$36.6K -108 -10%
SLC
2577
Second Line Capital
Louisiana
$329K +$678 +2 +0.2%
BFG
2578
Bouchey Financial Group
New York
$328K -$3.05K -9 -0.9%
PJC
2579
Phillip James Consulting
Minnesota
$328K +$328K +968 New
RFN
2580
RDA Financial Network
Iowa
$327K -$137K -403 -29%
CC
2581
Chicago Capital
Illinois
$327K +$90.5K +267 +37%
SEA
2582
Stegent Equity Advisors
Texas
$327K +$336K +991 New
PCM
2583
Permanent Capital Management
Illinois
$326K +$87.4K +258 +35%
BI
2584
Bolthouse Investments
California
$326K +$120K +353 +56%
LWM
2585
LongView Wealth Management
Georgia
$326K +$339 +1 +0.1%
PKC
2586
Palmer Knight Company
Florida
$325K
TM
2587
Torren Management
California
$325K +$334K +985 New
WFA
2588
WMG Financial Advisors
Tennessee
$324K -$215K -635 -39%
AB
2589
Atlas Brown
Kentucky
$324K -$38.6K -114 -10%
FCMC
2590
Founders Capital Management (Connecticut)
Connecticut
$324K +$9.83K +29 +3%
MFS
2591
Miller Financial Services
Michigan
$324K -$42.4K -125 -11%
HBT
2592
Heartland Bank & Trust
Illinois
$324K -$885K -2,611 -73%
DT
2593
DV Trading
Illinois
$323K +$331K +977 New
SI
2594
Seeds Investor
New York
$322K +$42.4K +125 +15%
SRC
2595
Sage Rhino Capital
California
$321K -$20K -59 -6%
KCM
2596
KRS Capital Management
Michigan
$320K -$59.3K -175 -15%
GKWIM
2597
Gerber Kawasaki Wealth & Investment Management
California
$319K -$13.9K -41 -4%
TTIC
2598
Tower Trust & Investment Company
Iowa
$319K -$48.5K -143 -13%
SCG
2599
Sonata Capital Group
Washington
$319K
TCM
2600
Teza Capital Management
Illinois
$318K -$32.5K -96 -9%