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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
CC
1526
Courier Capital
New York
$1.47M +$75.9K +224 +5%
AGC
1527
Aspen Grove Capital
Colorado
$1.47M -$5.08K -15 -0.3%
FFS
1528
Founders Financial Securities
Maryland
$1.47M -$38.6K -114 -3%
FAM
1529
Formidable Asset Management
Ohio
$1.46M -$588K -1,735 -29%
OL
1530
Optas LLC
Texas
$1.46M +$27.4K +81 +2%
BHB
1531
Bank Hapoalim BM
Israel
$1.46M +$155K +458 +12%
OCM
1532
One Capital Management
California
$1.46M +$48.1K +142 +3%
EFG
1533
Everhart Financial Group
Ohio
$1.45M +$169K +498 +13%
KP
1534
Keel Point
Alabama
$1.45M -$50.2K -148 -3%
MFS
1535
Monetta Financial Services
Illinois
$1.45M
PWS
1536
Peterson Wealth Services
Utah
$1.45M +$1.08M +3,195 +267%
NG
1537
Norden Group
Utah
$1.45M +$159K +468 +12%
FCG
1538
Fielder Capital Group
Tennessee
$1.45M -$50.2K -148 -3%
WIM
1539
Westside Investment Management
California
$1.44M -$147K -435 -9%
OFS
1540
OneAscent Financial Services
Alabama
$1.43M +$96.2K +284 +7%
CFG
1541
Cooper Financial Group
California
$1.43M +$10.2K +30 +0.7%
TWP
1542
Triad Wealth Partners
Kansas
$1.43M +$251K +741 +21%
TVPW
1543
Third View Private Wealth
Connecticut
$1.43M +$1.47M +4,336 New
XT
1544
XTX Topco
Cayman Islands
$1.43M +$483K +1,424 +49%
BC
1545
Bowman & Company
Wisconsin
$1.43M -$100K -296 -6%
FISPB
1546
Fideuram - Intesa Sanpaolo Private Banking
$1.43M +$1.47M +4,327 New
A
1547
Argentarii
Ohio
$1.43M +$216K +637 +17%
RSWM
1548
Robertson Stephens Wealth Management
California
$1.43M -$39.6K -117 -3%
RE
1549
Rydar Equities
Texas
$1.42M +$168K +497 +13%
SACTSONJ
1550
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.42M