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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
HG
1551
Herbst Group
Connecticut
$1.42M +$1.46M +4,300 New
CCM
1552
Courage Capital Management
Tennessee
$1.42M
FP
1553
Financial Perspectives
Minnesota
$1.42M -$51.8K -153 -3%
FFG
1554
Frisch Financial Group
New York
$1.42M -$5.08K -15 -0.3%
PT
1555
Plimoth Trust
Massachusetts
$1.41M -$1.35M -3,977 -48%
LOAMU
1556
Lombard Odier Asset Management (USA)
New York
$1.41M -$969K -2,859 -40%
OFS
1557
Orrstown Financial Services
Pennsylvania
$1.41M -$146K -430 -9%
CCFM
1558
Clear Creek Financial Management
Washington
$1.41M -$273K -805 -16%
CFGW
1559
Chancellor Financial Group WB
Pennsylvania
$1.4M +$49.8K +147 +4%
DM
1560
Diversified Management
Wisconsin
$1.4M +$1.43M +4,232 New
EP
1561
EPIQ Partners
Minnesota
$1.4M +$678 +2 +0%
TSW
1562
Thompson Siegel & Walmsley
Virginia
$1.39M -$5.76M -17,000 -80%
PIA
1563
Perennial Investment Advisors
California
$1.38M -$125K -370 -8%
FI
1564
Finivi Inc
Massachusetts
$1.38M -$79K -233 -5%
TFA
1565
Transamerica Financial Advisors
Florida
$1.38M +$249K +735 +21%
PWPS
1566
Pinnacle Wealth Planning Services
Ohio
$1.38M -$133K -391 -9%
ZIG
1567
Zuckerman Investment Group
Illinois
$1.37M -$90.5K -267 -6%
MCCA
1568
Mill Creek Capital Advisors
Pennsylvania
$1.37M -$161K -476 -10%
WPC
1569
White Pine Capital
Minnesota
$1.36M -$1.69K -5 -0.1%
PWS
1570
Peloton Wealth Strategists
Indiana
$1.36M -$2.24M -6,610 -62%
FNT
1571
First Nebraska Trust
Nebraska
$1.35M +$18.6K +55 +1%
HR
1572
Howe & Rusling
New York
$1.35M -$365K -1,077 -21%
MG
1573
Mather Group
Illinois
$1.34M +$59K +174 +4%
NW
1574
Naviter Wealth
Arkansas
$1.34M -$455K -1,342 -25%
MIA
1575
MeadowBrook Investment Advisors
Michigan
$1.34M -$28.8K -85 -2%