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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
TYCC
1351
Texas Yale Capital Corp
Florida
$2.05M +$924K +2,728 +79%
RA
1352
RFG Advisory
Alabama
$2.05M -$140K -414 -6%
QT
1353
Quantbot Technologies
New York
$2.04M +$2.09M +6,181 New
BA
1354
Bridgewater Associates
Connecticut
$2.04M +$2.09M +6,170 New
ACL
1355
Applied Capital LLC
Florida
$2.04M +$267K +788 +15%
DCM
1356
Delta Capital Management
New Jersey
$2.04M -$271K -800 -11%
SC
1357
Scholtz & Company
Connecticut
$2.03M -$209K -618 -9%
LCM
1358
Lazari Capital Management
California
$2.03M +$209K +617 +11%
MAM
1359
Mystic Asset Management
Rhode Island
$2.03M +$155K +458 +8%
RWP
1360
RWA Wealth Partners
Massachusetts
$2.02M -$39.6K -117 -2%
HFM
1361
Hartford Financial Management
Connecticut
$2.02M -$94.5K -279 -4%
MYLI
1362
Meiji Yasuda Life Insurance
Japan
$2.02M -$97.3K -287 -4%
IC
1363
Inscription Capital
Texas
$2.02M +$178K +525 +9%
BFP
1364
Birchwood Financial Partners
Minnesota
$2.02M +$2.07M +6,104 New
MYA
1365
Meiji Yasuda America
New York
$2.01M +$2.07M +6,103 New
MIM
1366
Meridiem Investment Management
United Kingdom
$2.01M -$1.09M -3,230 -35%
PTC
1367
Private Trust Company
Ohio
$2.01M -$131K -387 -6%
CWS
1368
Confluence Wealth Services
Pennsylvania
$2.01M -$967K -2,853 -32%
ANBT
1369
American National Bank & Trust
Texas
$1.99M -$93.5K -276 -4%
RGF
1370
Retirement Guys Formula
Ohio
$1.99M -$1.45M -4,267 -41%
AWA
1371
Arete Wealth Advisors
Illinois
$1.98M +$104K +308 +5%
VFM
1372
Viking Fund Management
North Dakota
$1.98M
BAMCO Inc
1373
BAMCO Inc
New York
$1.98M +$576K +1,700 +40%
OPW
1374
Osprey Private Wealth
New York
$1.98M -$251K -741 -11%
APP
1375
Avantax Planning Partners
Iowa
$1.97M +$60.3K +178 +3%