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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
AWM
1726
Aprio Wealth Management
Georgia
$1.03M +$352K +1,040 +50%
APW
1727
Atlantic Private Wealth
North Carolina
$1.03M +$1.02M +3,019 +3,019%
HIIFS
1728
Harel Insurance Investments & Financial Services
Israel
$1.03M -$530K -1,563 -33%
PA
1729
Promethium Advisors
Maryland
$1.03M +$610K +1,800 +137%
SWP
1730
Semus Wealth Partners
Florida
$1.03M -$146K -430 -12%
TIA
1731
Trust Investment Advisors
Indiana
$1.02M -$6.44K -19 -0.6%
VI
1732
Versor Investments
New York
$1.02M -$69.8K -206 -6%
GM
1733
GeoWealth Management
Illinois
$1.02M -$523K -1,543 -33%
EA
1734
Enclave Advisors
Texas
$1.02M -$113K -333 -10%
KA
1735
KLCM Advisors
Wisconsin
$1.02M +$59K +174 +6%
SFA
1736
Souders Financial Advisors
Ohio
$1.02M -$218K -643 -17%
CFM
1737
Comprehensive Financial Management
California
$1.01M
TNA
1738
True North Advisors
Texas
$1.01M +$252K +745 +32%
BW
1739
BIP Wealth
Georgia
$1.01M +$731K +2,158 +238%
WF
1740
Welch & Forbes
Massachusetts
$1.01M -$56.3K -166 -5%
QWP
1741
Quotient Wealth Partners
Texas
$1.01M +$216K +637 +26%
KFI
1742
Key Financial Inc
Pennsylvania
$1.01M +$33.9K +100 +3%
ISL
1743
Ingalls & Snyder LLC
New York
$1.01M -$16.6K -49 -2%
AFA
1744
AA Financial Advisors
Ohio
$1M +$259K +765 +34%
FWP
1745
FAS Wealth Partners
Kansas
$1M +$9.15K +27 +0.9%
CCA
1746
Childress Capital Advisors
Texas
$1M +$201K +592 +24%
AL
1747
Aspiriant LLC
California
$999K -$16.9K -50 -2%
VAG
1748
VisionPoint Advisory Group
Texas
$997K -$200K -589 -16%
PW
1749
Paladin Wealth
Minnesota
$997K -$88.8K -262 -8%
ACS
1750
Archford Capital Strategies
Illinois
$997K -$6.78K -20 -0.7%