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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
TGIA
1576
Torrey Growth & Income Advisors
California
$1.34M +$1.38M +4,061 New
CAMG
1577
CWA Asset Management Group
Florida
$1.34M -$303K -893 -18%
VCAM
1578
Van Cleef Asset Management
Ohio
$1.34M -$339 -1 -0%
NAS
1579
Nicolet Advisory Services
Wisconsin
$1.33M -$35.2K -104 -3%
CIAS
1580
CFS Investment Advisory Services
New Jersey
$1.32M -$95.6K -282 -7%
AWM
1581
Ameliora Wealth Management
Switzerland
$1.32M
BCP
1582
Berkeley Capital Partners
Georgia
$1.32M +$516K +1,522 +62%
OIS
1583
Okabena Investment Services
Minnesota
$1.31M +$86.8K +256 +7%
KCM
1584
Kanawha Capital Management
Virginia
$1.31M +$29.5K +87 +2%
FHC
1585
First Horizon Corporation
Tennessee
$1.31M -$75.9K -224 -5%
AWM
1586
Activest Wealth Management
Florida
$1.31M +$321K +946 +31%
CUAMC
1587
China Universal Asset Management Company
China
$1.31M +$15.9K +47 +1%
CIA
1588
Cladis Investment Advisory
Montana
$1.31M -$152K -449 -10%
CPA
1589
Capital Performance Advisors
California
$1.3M +$859K +2,535 +179%
FWM
1590
Forefront Wealth Management
Pennsylvania
$1.3M -$19.7K -58 -1%
FMI
1591
Frec Markets Inc
California
$1.3M +$1.34M +3,942 New
JIM
1592
Jensen Investment Management
Oregon
$1.3M -$146K -432 -10%
KWM
1593
Keebeck Wealth Management
Illinois
$1.3M +$336K +991 +34%
AHL
1594
Abel Hall LLC
Louisiana
$1.3M +$284K +837 +27%
TCOT
1595
Trust Company of Toledo
Ohio
$1.3M -$508K -1,500 -28%
IIA
1596
ICW Investment Advisors
Arizona
$1.3M +$7.46K +22 +0.6%
BHWM
1597
Bar Harbor Wealth Management
New Hampshire
$1.3M -$735K -2,170 -36%
VGDSS
1598
VUB Generali dochodkova spravcovska spolocnost
$1.29M +$1.33M +3,916 New
CC
1599
Centiva Capital
New York
$1.29M +$1.33M +3,911 New
CCM
1600
Chilton Capital Management
Texas
$1.29M -$27.8K -82 -2%