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
WTA
2626
Washington Trust Advisors
Massachusetts
$306K +$23.7K +70 +8%
FHC
2627
First Heartland Consultants
Missouri
$306K +$8.47K +25 +3%
RWI
2628
Red Wave Investments
Pennsylvania
$306K
AA
2629
ABC Arbitrage
France
$306K +$314K +927 New
NECFA
2630
New England Capital Financial Advisors
Connecticut
$305K +$339 +1 +0.1%
VAM
2631
Verity Asset Management
North Carolina
$305K +$313K +925 New
MC
2632
Matisse Capital
Oregon
$305K +$2.37K +7 +0.8%
SCM
2633
Silvant Capital Management
Georgia
$304K
LI
2634
Lafayette Investments
Maryland
$303K
SAM
2635
Satovsky Asset Management
New York
$303K +$2.71K +8 +0.9%
CCM
2636
Coerente Capital Management
Ontario, Canada
$302K +$310K +915 New
PTFIS
2637
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$301K +$309K +911 New
KPWG
2638
KFA Private Wealth Group
Virginia
$301K -$15.9K -47 -5%
EWS
2639
Eagle Wealth Strategies
New Jersey
$301K -$15.9K -47 -5%
SFC
2640
Swisher Financial Concepts
Ohio
$300K -$5.08K -15 -2%
JWS
2641
Juncture Wealth Strategies
Arizona
$300K -$24.7K -73 -7%
CFD
2642
Creative Financial Designs
Indiana
$299K -$2.37K -7 -0.8%
PRP
2643
Peak Retirement Planning
Ohio
$299K +$41.7K +123 +16%
LWP
2644
LeClair Wealth Partners
Ohio
$299K -$9.15K -27 -3%
CYG
2645
Clean Yield Group
Vermont
$298K
IW
2646
Instrumental Wealth
Florida
$298K -$46.4K -137 -12%
TSW
2647
Three Seasons Wealth
Utah
$298K -$95.9K -283 -24%
WB
2648
Webster Bank
Connecticut
$298K -$27.4K -81 -8%
FMP
2649
Financial Management Professionals
Texas
$298K +$5.42K +16 +2%
CFP
2650
Cypress Financial Planning
New Jersey
$298K +$11.2K +33 +4%