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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
NI
1626
NCP Inc
California
$1.23M +$520K +1,535 +70%
PWP
1627
Precedent Wealth Partners
Texas
$1.23M +$293K +865 +30%
CVA
1628
Central Valley Advisors
California
$1.22M -$44.7K -132 -3%
1W
1629
1776 Wealth
Georgia
$1.22M +$6.1K +18 +0.5%
EIG
1630
Ellenbecker Investment Group
Wisconsin
$1.22M -$4.74K -14 -0.4%
PFS
1631
Prospect Financial Services
New York
$1.22M -$327K -964 -21%
UHC
1632
Union Heritage Capital
Michigan
$1.22M -$165K -486 -12%
PG
1633
Patten Group
Tennessee
$1.22M -$160K -471 -11%
LCC
1634
Lincoln Capital Corp
Rhode Island
$1.22M +$1.02K +3 +0.1%
TAFW
1635
Tred Avon Family Wealth
Maryland
$1.22M
RWM
1636
Revisor Wealth Management
Ohio
$1.21M -$2.71K -8 -0.2%
MA
1637
MONECO Advisors
Connecticut
$1.21M -$153K -452 -11%
FG
1638
Foster Group
Iowa
$1.21M +$836K +2,467 +205%
JWWM
1639
Johnson & White Wealth Management
Pennsylvania
$1.21M +$59.3K +175 +5%
SIA
1640
SkyView Investment Advisors
New Jersey
$1.21M -$18K -53 -1%
OWA
1641
Opal Wealth Advisors
New York
$1.21M -$62.4K -184 -5%
TPWA
1642
TRUE Private Wealth Advisors
Oregon
$1.21M -$13.6K -40 -1%
CAM
1643
Cypress Asset Management
Texas
$1.21M -$1.74M -5,129 -58%
CWG
1644
Cornerstone Wealth Group
North Carolina
$1.2M -$31.2K -92 -2%
CA
1645
Calton & Associates
Florida
$1.2M +$86.1K +254 +7%
GCM
1646
Gables Capital Management
Florida
$1.2M -$8.47K -25 -0.7%
RZH
1647
Relyea Zuckerberg Hanson
Connecticut
$1.2M -$135K -399 -10%
BCM
1648
Boreal Capital Management
Florida
$1.2M +$432K +1,274 +54%
RMDI
1649
R.M. Davis Inc
Maine
$1.2M -$653K -1,926 -35%
DWAM
1650
Duncan Williams Asset Management
Tennessee
$1.2M -$9.15K -27 -0.6%