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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
PP
1751
Patron Partners
Texas
$995K +$74.2K +219 +8%
TCP
1752
TMB Capital Partners
Arkansas
$991K +$1.02M +3,002 New
LFA
1753
Laraway Financial Advisors
Minnesota
$990K -$33.2K -98 -3%
VSQM
1754
V-Square Quantitative Management
Illinois
$985K +$1.01M +2,985 New
MAC
1755
Mason & Associates (California)
California
$983K +$37.3K +110 +4%
SRS
1756
Strong Retirement Solutions
Washington
$983K +$1.01M +2,977 New
CA
1757
Continuum Advisory
Idaho
$983K -$14.6K -43 -1%
EGA
1758
E&G Advisors
Texas
$981K -$3.39K -10 -0.3%
SJIM
1759
St. Johns Investment Management
Florida
$977K -$195K -576 -16%
WPA
1760
West Paces Advisors
Georgia
$976K +$11.9K +35 +1%
BWM
1761
Buckley Wealth Management
Nevada
$975K -$43.4K -128 -4%
EHC
1762
Everett Harris & Co
California
$975K +$149K +440 +18%
LCM
1763
Landscape Capital Management
New Jersey
$973K +$82K +242 +9%
TWM
1764
Tolleson Wealth Management
Texas
$973K -$27.8K -82 -3%
CAG
1765
Cypress Advisory Group
Arizona
$972K -$10.2K -30 -1%
RIG
1766
RiverFront Investment Group
Virginia
$971K +$115K +338 +13%
FMWA
1767
Forvis Mazars Wealth Advisors
Missouri
$970K -$164K -483 -14%
TCA
1768
Transcend Capital Advisors
New Jersey
$964K -$69.8K -206 -7%
BWM
1769
BCS Wealth Management
Tennessee
$961K +$415K +1,226 +73%
BFWA
1770
Benchmark Financial Wealth Advisors
Florida
$959K +$77.6K +229 +9%
AAA
1771
Andrews Advisory Associates
Hawaii
$958K +$984K +2,903 New
TF
1772
TLWM Financial
Texas
$956K +$20K +59 +2%
PWM
1773
Prentice Wealth Management
New York
$953K +$2.37K +7 +0.2%
CANC
1774
Culbertson A N & Co
Virginia
$952K -$98.3K -290 -9%
LWM
1775
LJI Wealth Management
Indiana
$952K +$39.6K +117 +4%