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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
BAAM
1376
Baker Avenue Asset Management
California
$1.97M -$75.6K -223 -4%
CFP
1377
Catalyst Financial Partners
Massachusetts
$1.96M +$253K +746 +14%
BDS
1378
Banco de Sabadell
Florida
$1.96M -$17.3K -51 -0.9%
GFA
1379
Gifford Fong Associates
California
$1.95M
CAG
1380
Crestwood Advisors Group
Massachusetts
$1.95M +$261K +771 +15%
AF
1381
Affiance Financial
Minnesota
$1.94M -$44.7K -132 -2%
BAM
1382
BOCHK Asset Management
Hong Kong
$1.94M +$1.61M +4,750 +417%
DA
1383
Dover Advisors
Virginia
$1.94M -$38K -112 -2%
BCM
1384
Birch Capital Management
Texas
$1.93M -$41.7K -123 -2%
EAM
1385
Exome Asset Management
New York
$1.93M +$1.98M +5,835 New
ATFA
1386
All Terrain Financial Advisors
Minnesota
$1.92M +$1.69K +5 +0.1%
KA
1387
Kerrisdale Advisers
Florida
$1.92M -$2.44M -7,192 -55%
VA
1388
Valmark Advisers
Ohio
$1.92M +$205K +604 +12%
EWM
1389
Evergreen Wealth Management
Michigan
$1.92M +$26.4K +78 +1%
BWG
1390
Boomfish Wealth Group
Georgia
$1.92M -$164K -485 -8%
JSAM
1391
J. Safra Asset Management
New York
$1.92M +$1.25M +3,691 +174%
RPCONE
1392
Retirement Planning Company of New England
Rhode Island
$1.92M -$339 -1 -0%
CI
1393
Cherokee Insurance
Michigan
$1.91M
AHC
1394
Adell Harriman & Carpenter
Texas
$1.91M -$175K -517 -8%
AIC
1395
Archer Investment Corporation
Indiana
$1.91M +$304K +898 +18%
LFG
1396
Larson Financial Group
Missouri
$1.91M +$17.3K +51 +0.9%
AIM
1397
Advyzon Investment Management
Illinois
$1.91M +$992K +2,928 +103%
APW
1398
Aventura Private Wealth
Florida
$1.9M -$155K -457 -7%
TWP
1399
Tyche Wealth Partners
Texas
$1.89M -$156K -461 -7%
LCM
1400
LRT Capital Management
Texas
$1.89M -$1.57M -4,630 -45%