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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
BMCM
1326
Burns Matteson Capital Management
New York
$2.13M -$530K -1,565 -20%
EPIMS
1327
Evelyn Partners Investment Management Services
$2.13M +$351K +1,035 +19%
I
1328
INVST
Indiana
$2.13M -$1.12M -3,292 -34%
MB
1329
MidFirst Bank
Oklahoma
$2.12M +$2.18M +6,431 New
TCCM
1330
Timber Creek Capital Management
Massachusetts
$2.12M -$6.78K -20 -0.3%
UIA
1331
Ulland Investment Advisors
Minnesota
$2.12M -$375K -1,108 -15%
MCA
1332
Magnolia Capital Advisors
Mississippi
$2.12M +$178K +524 +9%
GP
1333
Greenline Partners
New York
$2.12M +$61K +180 +3%
OAM
1334
Oxford Asset Management
United Kingdom
$2.12M +$2.17M +6,410 New
LSIA
1335
LaSalle St. Investment Advisors
Illinois
$2.11M -$774K -2,285 -26%
BFA
1336
Brown Financial Advisors
Ohio
$2.11M -$46.4K -137 -2%
MPWT
1337
MassMutual Private Wealth & Trust
Connecticut
$2.1M -$1.07M -3,145 -33%
IFU
1338
iSAM Funds (UK)
United Kingdom
$2.1M +$2.15M +6,347 New
STS
1339
SG Trading Solutions
Utah
$2.09M +$2.15M +6,344 New
TFP
1340
Tilia Fiduciary Partners
North Carolina
$2.09M +$229K +677 +12%
DSCM
1341
Del-Sette Capital Management
New York
$2.09M +$44.1K +130 +2%
BFO
1342
Boston Family Office
Massachusetts
$2.09M -$50.8K -150 -2%
PFW
1343
Petros Family Wealth
Minnesota
$2.08M -$383K -1,131 -15%
LS
1344
Livforsakringsbolaget Skandia
Sweden
$2.08M -$136K -400 -6%
MFG
1345
Magnus Financial Group
New York
$2.08M +$148K +436 +7%
LIP
1346
Lighthouse Investment Partners
Florida
$2.08M +$946K +2,791 +80%
RCWM
1347
Royal Capital Wealth Management
Indiana
$2.07M -$10.5K -31 -0.5%
CWM
1348
Circle Wealth Management
New Jersey
$2.07M +$99.6K +294 +5%
CFWMA
1349
Center for Wealth Management Advisory
Ohio
$2.06M +$2.11M +6,236 New
GWM
1350
Goldenstone Wealth Management
California
$2.05M +$2.11M +6,221 New