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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
SOS
1801
Silver Oak Securities
Tennessee
$910K +$99K +292 +12%
TW
1802
Tempo Wealth
Ohio
$907K +$932K +2,749 New
WI
1803
WrapManager Inc
California
$905K -$137K -403 -13%
EC
1804
EdgeRock Capital
Colorado
$904K +$20.3K +60 +2%
EIP
1805
Ellis Investment Partners
Pennsylvania
$902K -$256K -754 -22%
3IP
1806
3Chopt Investment Partners
Virginia
$902K +$134K +396 +17%
BOH
1807
Bank of Hawaii
Hawaii
$902K -$13.9K -41 -1%
MA
1808
MJP Associates
Connecticut
$901K +$176K +520 +24%
MSFS
1809
Main Street Financial Solutions
Pennsylvania
$900K -$224K -662 -20%
WIA
1810
Westbourne Investment Advisors
Maryland
$900K -$48.5K -143 -5%
IIL
1811
Income Insurance Ltd
$900K +$923K +2,725 New
PE
1812
PCM Encore
Colorado
$899K +$923K +2,725 New
SB
1813
Strategic Blueprint
Georgia
$896K -$473K -1,396 -34%
MPM
1814
Meritage Portfolio Management
Kansas
$895K -$33.9K -100 -4%
PCM
1815
Prelude Capital Management
New York
$895K +$919K +2,711 New
WEG
1816
World Equity Group
Illinois
$894K -$15.3K -45 -2%
VT
1817
Volterra Technologies
New York
$891K +$649K +1,915 +244%
CFA
1818
Churchill Financial Advisors
Kentucky
$891K +$915K +2,700 New
SFC
1819
SYM Financial Corp
Indiana
$889K -$68.8K -203 -7%
C
1820
Certuity
Florida
$889K -$385K -1,135 -30%
OL
1821
OneFund LLC
Florida
$889K +$74.6K +220 +9%
HFM
1822
Hartford Funds Management
Pennsylvania
$889K -$31.9K -94 -3%
PAMG
1823
Patton Albertson Miller Group
Tennessee
$887K +$63.7K +188 +8%
CT
1824
Clearstead Trust
Maine
$887K -$81.3K -240 -8%
KWM
1825
KW Wealth Management
California
$884K