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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
PNAA
1676
Pictet North America Advisors
Switzerland
$1.14M +$7.12K +21 +0.6%
CP
1677
Clarendon Private
Massachusetts
$1.13M -$21.7K -64 -2%
GA
1678
Greenspring Advisors
Maryland
$1.12M +$1.15M +3,403 New
IP
1679
Indivisible Partners
Florida
$1.12M +$1.15M +3,391 New
EPIME
1680
Evelyn Partners Investment Management (Europe)
$1.12M +$339 +1 +0%
DWM
1681
Defined Wealth Management
Oregon
$1.12M +$2.37K +7 +0.2%
IP
1682
Intellectus Partners
California
$1.12M +$420K +1,238 +58%
GAM
1683
Grandview Asset Management
Pennsylvania
$1.12M +$188K +556 +20%
FCFC
1684
First Commonwealth Financial Corp
Pennsylvania
$1.11M -$232K -686 -17%
MFG
1685
MidWestOne Financial Group
Iowa
$1.11M -$87.4K -258 -7%
ZIC
1686
ZWJ Investment Counsel
Georgia
$1.11M -$18.6K -55 -2%
GB
1687
Goepper Burkhardt
South Carolina
$1.11M -$19.3K -57 -2%
PFGIA
1688
Patriot Financial Group Insurance Agency
Massachusetts
$1.1M -$118K -348 -9%
RCM
1689
Requisite Capital Management
Texas
$1.1M -$327K -965 -22%
HIM
1690
Harbour Investment Management
Washington
$1.1M -$576K -1,699 -34%
AWP
1691
Ascent Wealth Partners
New York
$1.1M +$3.39K +10 +0.3%
MTIM
1692
Marathon Trading Investment Management
Pennsylvania
$1.09M +$574K +1,694 +104%
HWA
1693
HHM Wealth Advisors
Tennessee
$1.09M -$41.7K -123 -4%
DFA
1694
Delta Financial Advisors
Louisiana
$1.09M -$398K -1,173 -26%
CPR
1695
CSU Producer Resources
Ohio
$1.09M
CRI
1696
Colonial River Investments
Virginia
$1.08M -$21.4K -63 -2%
IFWM
1697
Institute for Wealth Management
Colorado
$1.08M -$339 -1 -0%
AP
1698
Advisors Preferred
Maryland
$1.08M
LA
1699
LVW Advisors
New York
$1.08M +$500K +1,476 +83%
JSL
1700
JT Stratford LLC
Georgia
$1.07M +$421K +1,242 +62%