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UnitedHealth

3,295 hedge funds and large institutions have $248B invested in UnitedHealth in 2025 Q4 according to their latest regulatory filings, with 414 funds opening new positions, 1,116 increasing their positions, 1,495 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 414 | Existing positions closed: 213

19% more call options, than puts

Call options by funds: $20.7B | Put options by funds: $17.4B

4% more funds holding

Funds holding: 3,1593,295 (+136)

1.94% 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
3,295
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
414
Increased
1,116
Reduced
1,495
Closed
213
Calls
$20.7B
Puts
$17.4B
Net Calls
+$3.33B
Net Calls Change
-$593M
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
1251
Fulcrum Wealth Advisors
Washington
$2.43M +$2.5M +7,369 New
CPIG
1252
Chicago Partners Investment Group
Illinois
$2.42M -$747K -2,204 -24%
RBA
1253
Richard Bernstein Advisors
New York
$2.41M -$261K -771 -10%
MMG
1254
Monetary Management Group
Missouri
$2.4M -$42.4K -125 -2%
FNBOO
1255
First National Bank of Omaha
Nebraska
$2.4M +$587K +1,732 +32%
VNA
1256
Valley National Advisers
Pennsylvania
$2.4M -$63.4K -187 -3%
MAG
1257
Meadowbrook Advisors Group
New Jersey
$2.4M +$2.46M +7,258 New
FFM
1258
Forum Financial Management
Illinois
$2.39M +$72.2K +213 +3%
CIA
1259
Choate Investment Advisors
Massachusetts
$2.38M -$647K -1,909 -21%
EWM
1260
Empirical Wealth Management
Washington
$2.37M -$335K -989 -12%
QI
1261
Qtron Investments
Massachusetts
$2.37M -$226K -667 -9%
GC
1262
Grimes & Company
Massachusetts
$2.37M +$359K +1,060 +17%
AO
1263
Advisor OS
Illinois
$2.36M +$330K +973 +16%
CB
1264
Community Bank
New York
$2.36M +$475K +1,403 +24%
MA
1265
Modus Advisors
Minnesota
$2.35M +$1.15M +3,396 +91%
SW
1266
Solidarity Wealth
Utah
$2.35M +$1.06M +3,141 +79%
CAI
1267
Capital Advisors Inc
Oklahoma
$2.34M -$640K -1,889 -21%
V
1268
ViaWealth
Kansas
$2.34M -$87.4K -258 -4%
AAS
1269
Ameritas Advisory Services
Nebraska
$2.34M +$419K +1,236 +21%
CAAS
1270
Capital Asset Advisory Services
Michigan
$2.33M -$62.4K -184 -3%
CT
1271
Caldwell Trust
Florida
$2.32M -$293K -864 -11%
WIA
1272
Wealthedge Investment Advisors
New York
$2.32M +$642K +1,893 +37%
GSB
1273
Greenfield Savings Bank
Massachusetts
$2.32M +$26.4K +78 +1%
CAG
1274
Csenge Advisory Group
Florida
$2.32M +$82.7K +244 +4%
HIC
1275
Holderness Investments Company
North Carolina
$2.32M -$420K -1,240 -15%