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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
PTP
1426
Platform Technology Partners
New York
$1.76M +$69.5K +205 +4%
MC
1427
Moors & Cabot
Massachusetts
$1.76M -$6.44K -19 -0.4%
FSWA
1428
Financial Synergies Wealth Advisors
Texas
$1.75M +$8.13K +24 +0.5%
KNW
1429
Kesler Norman & Wride
Utah
$1.75M -$4.71M -13,913 -72%
CAMV
1430
Concord Asset Management (Virginia)
Virginia
$1.75M +$42.7K +126 +2%
BCA
1431
Bay Colony Advisors
Massachusetts
$1.74M +$8.47K +25 +0.5%
SIA
1432
Schear Investment Advisers
Ohio
$1.74M +$125K +370 +8%
EP
1433
Edgestream Partners
New Jersey
$1.74M -$379K -1,117 -18%
WA
1434
Wealth Architects
California
$1.73M -$183K -539 -9%
BPC
1435
Bearing Point Capital
Minnesota
$1.73M -$4.18M -12,339 -70%
MWM
1436
Modern Wealth Management
Kansas
$1.73M +$103K +304 +6%
PSB
1437
Piscataqua Savings Bank
New Hampshire
$1.72M -$11.2K -33 -0.6%
GI
1438
GLOBALT Investments
Georgia
$1.72M -$5.08K -15 -0.3%
PCMK
1439
Paragon Capital Management (Kansas)
Kansas
$1.71M -$6.78K -20 -0.4%
RGC
1440
Roberts, Glore & Co
Illinois
$1.7M -$89.5K -264 -5%
MBTD
1441
Mechanics Bank - Trust Department
California
$1.69M -$521K -1,537 -23%
SIG
1442
Sargent Investment Group
Maryland
$1.69M +$1.74M +5,126 New
SW
1443
SlateStone Wealth
Florida
$1.69M -$179K -529 -9%
RLWM
1444
RF&L Wealth Management
Massachusetts
$1.69M -$37.6K -111 -2%
PA
1445
Paralel Advisors
Colorado
$1.69M
SWM
1446
SilverOak Wealth Management
Minnesota
$1.68M +$63.7K +188 +4%
MIM
1447
Morningstar Investment Management
Illinois
$1.68M -$58.6K -173 -3%
HNB
1448
Hilltop National Bank
Wyoming
$1.68M +$147K +433 +9%
MW
1449
Marble Wealth
Alabama
$1.68M +$1.72M +5,077 New
CWIG
1450
Chung Wu Investment Group
Texas
$1.68M -$651K -1,920 -27%