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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
CPCM
1476
Cardinal Point Capital Management
Ontario, Canada
$1.58M +$281K +830 +21%
MWC
1477
MBM Wealth Consultants
Missouri
$1.58M +$171K +505 +12%
MFA
1478
Mayflower Financial Advisors
Massachusetts
$1.58M -$156K -459 -9%
MMM
1479
Mendel Money Management
Illinois
$1.58M -$135K -397 -8%
KHCM
1480
Kirtland Hills Capital Management
Ohio
$1.57M +$179K +528 +12%
KAS
1481
KPP Advisory Services
Kentucky
$1.57M -$306K -903 -16%
PPWP
1482
Premier Path Wealth Partners
New Jersey
$1.57M +$427K +1,261 +36%
DE
1483
Diversified Enterprises
Delaware
$1.57M +$491K +1,448 +44%
CTC
1484
Cetera Trust Company
Minnesota
$1.56M -$162K -477 -9%
KWM
1485
Kassira Wealth Management
Tennessee
$1.56M +$1.6M +4,724 New
DWP
1486
Daymark Wealth Partners
Ohio
$1.56M +$2.03K +6 +0.1%
DFC
1487
DB Fitzpatrick & Co
Idaho
$1.56M -$179K -527 -10%
MAWA
1488
Moss Adams Wealth Advisors
Washington
$1.55M +$50.2K +148 +3%
KIM
1489
Kestra Investment Management
Texas
$1.55M -$300K -885 -16%
WFA
1490
Wellspring Financial Advisors
Ohio
$1.55M +$1.19M +3,498 +293%
SFWA
1491
Summit Financial Wealth Advisors
Louisiana
$1.55M +$188K +555 +13%
LTAS
1492
Linden Thomas Advisory Services
North Carolina
$1.54M -$55.2K -163 -3%
PWAM
1493
Private Wealth Asset Management
Iowa
$1.54M -$4.74K -14 -0.3%
CAU
1494
Caxton Associates (UK)
$1.54M -$6.65M -19,609 -81%
HIC
1495
Harvey Investment Company
Kentucky
$1.54M -$103K -305 -6%
PCS
1496
Personal CFO Solutions
New Jersey
$1.53M -$254K -750 -14%
RIA
1497
Rhodes Investment Advisors
Texas
$1.53M +$1.57M +4,636 New
SP
1498
Stablepoint Partners
Massachusetts
$1.53M -$147K -434 -9%
1C
1499
111 Capital
France
$1.53M +$916K +2,703 +141%
FBT
1500
First Bankers Trust
Kentucky
$1.52M -$209K -617 -12%