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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
CA
1601
Claro Advisors
Massachusetts
$1.29M -$837K -2,469 -39%
ST
1602
Smithfield Trust
Pennsylvania
$1.29M -$65.7K -194 -5%
TWM
1603
Thryve Wealth Management
Texas
$1.28M +$1.32M +3,892 New
FAN
1604
Financial Advisors Network
California
$1.28M +$19.7K +58 +2%
SCI
1605
Stableford Capital II
Arizona
$1.28M +$300K +886 +30%
PWP
1606
Pursue Wealth Partners
California
$1.28M +$339 +1 +0%
NP
1607
Nilsine Partners
Colorado
$1.27M +$191K +564 +17%
NIWA
1608
New Insight Wealth Advisors
California
$1.27M +$174K +513 +15%
LAM
1609
Lewis Asset Management
California
$1.27M -$85.7K -253 -6%
ECA
1610
Elevated Capital Advisors
Utah
$1.27M +$404K +1,191 +45%
CWM
1611
Chesapeake Wealth Management
Virginia
$1.27M -$20.3K -60 -2%
SIAG
1612
Safeguard Investment Advisory Group
California
$1.26M +$15.3K +45 +1%
OAM
1613
Oak Asset Management
California
$1.26M -$3.73K -11 -0.3%
CNFG
1614
Creegan & Nassoura Financial Group
New Hampshire
$1.26M -$16.9K -50 -1%
ERWM
1615
Elk River Wealth Management
Colorado
$1.26M
GCP
1616
Guardian Capital (Pennsylvania)
Pennsylvania
$1.25M +$1.29M +3,797 New
DCM
1617
DGS Capital Management
New Jersey
$1.25M -$28.5K -84 -2%
CP
1618
Canopy Partners
Ohio
$1.25M +$12.5K +37 +1%
RC
1619
Rovin Capital
Arizona
$1.25M +$65.4K +193 +5%
NRC
1620
New Republic Capital
North Carolina
$1.25M +$649K +1,914 +103%
WWM
1621
Whalen Wealth Management
Nevada
$1.25M +$491K +1,450 +62%
FM
1622
Foster & Motley
Ohio
$1.24M -$166K -489 -11%
TA
1623
Townsend & Associates
Colorado
$1.24M
IA
1624
IFG Advisory
Georgia
$1.23M -$34.9K -103 -3%
GBT
1625
Grove Bank & Trust
Florida
$1.23M +$148K +438 +13%