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
RMC
3426
Ring Mountain Capital
California
CFAM
3427
Center For Asset Management
Florida
FA
3428
FDx Advisors
Illinois
JF
3429
JSF Financial
California
MSF
3430
Mustard Seed Financial
Arkansas
GSWM
3431
Greenup Street Wealth Management
Michigan
NWA
3432
New World Advisors
Massachusetts
BH
3433
Burk Holdings
Oklahoma
FM
3434
Family Management
New York
RRWA
3435
Rainey & Randall Wealth Advisors
Florida
KWS
3436
Keystone Wealth Services
California
OAM
3437
Occidental Asset Management
California
TCMP
3438
Thrive Capital Management (Pennsylvania)
Pennsylvania
CPSC
3439
Carl P. Sherr & Co
Massachusetts
WCAMG
3440
Woodard & Company Asset Management Group
North Carolina
SWM
3441
StoneCrest Wealth Management
Arizona
FCM
3442
FJ Capital Management
Virginia
TFA
3443
Tobias Financial Advisors
Florida
FFG
3444
Fiduciary Financial Group
California
OPA
3445
Old Port Advisors
Maine
AA
3446
AJ Advisors
Tennessee
FA
3447
Fountainhead AM
New Jersey
PRS
3448
Pinkerton Retirement Specialists
Idaho
PMG
3449
Private Management Group
California
RA
3450
Rise Advisors
New York