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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
CWA
2601
Continuum Wealth Advisors
New York
$318K -$338K -998 -51%
MFG
2602
Midwest Financial Group
Kansas
$318K +$1.69K +5 +0.5%
SEP
2603
Southland Equity Partners
Missouri
$317K +$4.07K +12 +1%
CG
2604
Clifford Group
Massachusetts
$316K -$48.1K -142 -13%
SWRP
2605
Summit Wealth & Retirement Planning
California
$315K +$6.1K +18 +2%
ASG
2606
Ariston Services Group
California
$315K
PPW
2607
Pasadena Private Wealth
California
$314K -$39K -115 -11%
HPM
2608
Hoxton Planning & Management
West Virginia
$314K +$41.7K +123 +15%
IWS
2609
Integrity Wealth Solutions
Colorado
$314K +$1.69K +5 +0.5%
BDF
2610
Black Diamond Financial
Maryland
$313K -$14.6K -43 -4%
IIM
2611
IFC & Insurance Marketing
California
$313K +$321K +948 New
MHC
2612
May Hill Capital
Massachusetts
$313K -$175K -515 -35%
ATC
2613
Adirondack Trust Company
New York
$313K -$163K -481 -34%
HA
2614
Heartland Advisors
Wisconsin
$312K
VST
2615
Van Strum & Towne
California
$312K
BAM
2616
Brave Asset Management
New Jersey
$312K
BMC
2617
Benin Management Corp
Connecticut
$311K -$43.7K -129 -12%
FFA
2618
Founders Financial Alliance
North Carolina
$310K -$79.6K -235 -20%
ITIM
2619
Indiana Trust & Investment Management
Indiana
$309K -$53.5K -158 -14%
SGK
2620
Steigerwald Gordon & Koch
Virginia
$309K -$41K -121 -11%
DWM
2621
Destination Wealth Management
California
$308K -$17.6K -52 -5%
CFM
2622
Cornerstone Financial Management
Massachusetts
$308K +$316K +932 New
SCA
2623
Stillwater Capital Advisors
Pennsylvania
$307K +$34.2K +101 +12%
TC
2624
TwinBeech Capital
New York
$307K +$315K +929 New
VC
2625
Veracity Capital
Georgia
$307K -$73.2K -216 -19%