We are live on ! Find out more
UNH icon

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
KCM
1401
Kathmere Capital Management
Pennsylvania
$1.88M -$34.6K -102 -2%
SC
1402
SouthState Corp
Florida
$1.88M -$196K -577 -9%
SIC
1403
Samalin Investment Counsel
New York
$1.88M +$28.8K +85 +2%
GWM
1404
Geneos Wealth Management
Colorado
$1.88M -$745K -2,199 -28%
FLC
1405
Fifth Lane Capital
Texas
$1.88M -$387K -1,143 -17%
JCM
1406
Janney Capital Management
Pennsylvania
$1.87M -$282K -832 -13%
EWM
1407
Elmwood Wealth Management
California
$1.87M +$18.3K +54 +1%
PP
1408
PDS Planning
Ohio
$1.87M +$110K +326 +6%
AIMCA
1409
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.85M +$1.59M +4,700 +522%
RAM
1410
Readystate Asset Management
Illinois
$1.84M +$1.89M +5,575 New
NCM
1411
Narwhal Capital Management
Georgia
$1.83M -$610K -1,801 -25%
NWMG
1412
Nicholson Wealth Management Group
South Carolina
$1.82M +$358K +1,057 +24%
MPAM
1413
Murphy Pohlad Asset Management
Minnesota
$1.82M +$166K +490 +10%
MTIC
1414
Missouri Trust & Investment Company
Missouri
$1.82M -$171K -506 -8%
AA
1415
Advisory Alpha
Michigan
$1.82M -$61.7K -182 -3%
AWM
1416
Avaii Wealth Management
Wisconsin
$1.8M +$112K +330 +6%
SWA
1417
Stratos Wealth Advisors
Ohio
$1.8M -$57.6K -170 -3%
EWA
1418
EverSource Wealth Advisors
Alabama
$1.79M -$339K -1,000 -16%
LIM
1419
Longfellow Investment Management
Massachusetts
$1.79M +$2.71K +8 +0.1%
MMPW
1420
Mitchell McLeod Pugh & Williams
Alabama
$1.79M -$94.9K -280 -4%
FLPIM
1421
F.L. Putnam Investment Management
Massachusetts
$1.78M -$330K -974 -15%
MCM
1422
Manchester Capital Management
Vermont
$1.78M -$34.2K -101 -2%
LWA
1423
Lineweaver Wealth Advisors
Ohio
$1.78M -$323K -954 -15%
LAM
1424
LOM Asset Management
$1.78M -$15.9K -47 -0.9%
CWP
1425
Concord Wealth Partners
Virginia
$1.77M +$88.1K +260 +5%