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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
40.08%
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
LF
1776
Lee Financial
Texas
$949K -$174K -514 -15%
SI
1777
Saxon Interests
Texas
$949K -$154K -455 -14%
BIM
1778
Baldwin Investment Management
Pennsylvania
$949K -$127K -375 -12%
BFW
1779
Brady Family Wealth
Missouri
$942K -$282K -831 -23%
SP
1780
SmartHarvest Portfolios
Washington
$942K +$967K +2,854 New
CCA
1781
Cravens & Co Advisors
Tennessee
$941K +$4.07K +12 +0.4%
III
1782
Independent Investors Inc
New York
$939K
MFG
1783
Monte Financial Group
Connecticut
$939K -$1.02K -3 -0.1%
TPI
1784
Trust Point Inc
Wisconsin
$935K +$64K +189 +7%
VRM
1785
Vectors Research Management
New York
$935K
SFO
1786
Stokes Family Office
Louisiana
$930K -$107K -316 -10%
LFM
1787
LGT Fund Management
Liechtenstein
$928K -$8.47M -25,000 -90%
APW
1788
Austin Private Wealth
Texas
$927K +$16.9K +50 +2%
MAG
1789
MRA Advisory Group
New Jersey
$926K +$103K +303 +12%
ASBI
1790
American State Bank (Iowa)
Iowa
$926K +$185K +547 +24%
SAM
1791
Sompo Asset Management
Japan
$924K +$6.78K +20 +0.7%
FMLI
1792
Fukoku Mutual Life Insurance
Japan
$921K -$156K -459 -14%
VFG
1793
Victory Financial Group
Texas
$917K -$45.8K -135 -5%
BFPW
1794
BOK Financial Private Wealth
Colorado
$916K -$29.1K -86 -3%
BWM
1795
BAM Wealth Management
Colorado
$914K -$82.7K -244 -8%
SFG
1796
SNS Financial Group
Minnesota
$914K -$15.6K -46 -2%
LWM
1797
Lodestone Wealth Management
Washington
$913K +$126K +372 +16%
NWMG
1798
National Wealth Management Group
Ohio
$913K -$831K -2,452 -47%
PAP
1799
Persistent Asset Partners
Hong Kong
$913K -$3.15M -9,297 -77%
EWM
1800
EPG Wealth Management
Georgia
$911K -$42K -124 -4%