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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
CCG
1276
Ceeto Capital Group
Florida
$2.32M +$569K +1,678 +31%
EPW
1277
Elevated Private Wealth
Wisconsin
$2.31M +$2.37M +7,005 New
CAM
1278
Carret Asset Management
New York
$2.31M -$223K -658 -9%
EMB
1279
Elefante Mark B
$2.31M -$594K -1,753 -20%
PCG
1280
Prosperity Consulting Group
Maryland
$2.31M -$558K -1,648 -19%
RMAM
1281
Raab & Moskowitz Asset Management
New Jersey
$2.31M -$24.7K -73 -1%
CA
1282
CWC Advisors
Oregon
$2.3M -$108K -320 -4%
CP
1283
Cornerstone Planning
North Carolina
$2.3M +$2.38M +7,013 New
FFS
1284
Fischer Financial Services
Pennsylvania
$2.29M -$327K -964 -12%
JSW
1285
Journey Strategic Wealth
New Jersey
$2.29M +$440K +1,298 +23%
FWM
1286
Focused Wealth Management
New York
$2.28M +$52.5K +155 +2%
SH
1287
SLT Holdings
Arizona
$2.28M +$10.5K +31 +0.5%
CTA
1288
Clear Trail Advisors
Texas
$2.28M +$2.34M +6,902 New
JIC
1289
Joel Isaacson & Co
New York
$2.28M -$569K -1,678 -20%
ICP
1290
Interchange Capital Partners
Pennsylvania
$2.28M -$353K -1,043 -13%
NL
1291
NWAM LLC
Washington
$2.27M -$27.8K -82 -1%
CS
1292
Cannell & Spears
New York
$2.27M +$6.44K +19 +0.3%
IC
1293
Inkwell Capital
Florida
$2.26M -$15.9K -47 -0.7%
OC
1294
Oakworth Capital
Alabama
$2.26M -$141K -416 -6%
ICP
1295
Impact Capital Partners
Colorado
$2.25M +$108K +320 +5%
PFBT
1296
Parkside Financial Bank & Trust
Missouri
$2.25M +$53.2K +157 +2%
NP
1297
NorthRock Partners
Minnesota
$2.25M -$3.69M -10,898 -62%
JHCP
1298
Jackson Hole Capital Partners
Oklahoma
$2.25M -$977K -2,883 -30%
BWM
1299
BCGM Wealth Management
Indiana
$2.25M +$97.6K +288 +4%
HAI
1300
Hennessy Advisors Inc
California
$2.24M +$1.83M +5,400 +386%