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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

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
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.7B
Puts
$17.4B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
2976
Cornerstone Planning Group
New Jersey
$187K
ACA
2977
American Capital Advisory
Idaho
$186K
BWL
2978
Bogart Wealth LLC
Virginia
$184K
GTAM
2979
Global Trust Asset Management
Florida
$184K
MWM
2980
Mascoma Wealth Management
New Hampshire
$182K
DMIC
2981
Dixon Mitchell Investment Counsel
British Columbia, Canada
$176K
KFG
2982
Kingdom Financial Group
Arizona
$175K
DCM
2983
Davis Capital Management
Florida
$175K
SN
2984
Sittner & Nelson
Oregon
$172K
CB
2985
Centennial Bank
Arkansas
$170K
OPTFSNA
2986
Old Point Trust & Financial Services N A
Virginia
$168K
DWA
2987
Dougherty Wealth Advisers
Minnesota
$168K
CA
2988
Crewe Advisors
Utah
$165K
AP
2989
Atwood & Palmer
Missouri
$164K
PGAM
2990
Princeton Global Asset Management
New Jersey
$163K
OA
2991
Operose Advisors
Wisconsin
$162K
BW
2992
Basepoint Wealth
Iowa
$162K
TFGT
2993
TS Financial Group (TSFG)
Illinois
$162K
IWM
2994
IMG Wealth Management
Florida
$160K
FGAM
2995
Financial Gravity Asset Management
Texas
$160K
BC
2996
Barrett & Company
Rhode Island
$159K
E
2997
Entelevest
Florida
$157K
FFO
2998
Fortitude Family Office
Arizona
$154K
RFG
2999
REAP Financial Group
Texas
$150K
GWS
3000
Greykasell Wealth Strategies
California
$150K