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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
SFG
1451
Shum Financial Group
California
$1.68M +$111K +327 +7%
Financial Engines Advisors
1452
Financial Engines Advisors
California
$1.67M +$250K +737 +17%
SSWM
1453
Sheets Smith Wealth Management
North Carolina
$1.67M +$26.1K +77 +2%
TP
1454
Tranquility Partners
Tennessee
$1.66M -$176K -519 -9%
ATS
1455
Ashton Thomas Securities
New York
$1.66M +$1.32M +3,894 +343%
RA
1456
RiverPark Advisors
New York
$1.66M +$173K +511 +11%
WE
1457
Wealth Effects
Massachusetts
$1.66M -$81.7K -241 -5%
PPA
1458
Pacific Point Advisors
California
$1.66M -$648K -1,913 -28%
SRC
1459
Shufro Rose & Co
New York
$1.66M -$698K -2,059 -29%
IAS
1460
IMA Advisory Services
Colorado
$1.66M -$77.6K -229 -4%
RP
1461
Rowlandmiller & Partners
Georgia
$1.65M +$144K +426 +9%
KFAS
1462
Keating Financial Advisory Services
Kansas
$1.65M +$1.69M +4,998 New
GWP
1463
Gen-Wealth Partners
Michigan
$1.65M -$46.4K -137 -3%
VIM
1464
Vista Investment Management
Pennsylvania
$1.65M +$34.2K +101 +2%
AWM
1465
Accurate Wealth Management
Florida
$1.64M +$56.9K +168 +4%
AC
1466
Avestar Capital
New York
$1.63M -$189K -558 -10%
FA
1467
Fagan Associates
New York
$1.61M -$69.5K -205 -4%
PWMG
1468
Prestige Wealth Management Group
New Jersey
$1.61M +$751K +2,216 +83%
SSI
1469
Scott & Selber Inc
Texas
$1.61M -$79.3K -234 -5%
SVWAG
1470
Sound View Wealth Advisors Group
Georgia
$1.6M -$65.1K -192 -4%
STB
1471
S&T Bank
Pennsylvania
$1.6M -$341K -1,005 -17%
RWC
1472
Rare Wolf Capital
Washington
$1.59M +$1.64M +4,829 New
HNW
1473
High Note Wealth
Minnesota
$1.59M -$242K -715 -13%
CFA
1474
Cahill Financial Advisors
Minnesota
$1.59M +$2.03K +6 +0.1%
PCM
1475
Ping Capital Management
New York
$1.58M +$1.63M +4,800 New