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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
DDC
1826
DF Dent & Co
Maryland
$884K -$74.2K -219 -8%
KLCM
1827
KG&L Capital Management
Louisiana
$884K +$295K +871 +48%
LCA
1828
Legend Capital Advisors
New York
$883K +$906K +2,674 New
BI
1829
Bradyco Inc
Massachusetts
$882K
CV
1830
Counterweight Ventures
North Carolina
$881K -$85.7K -253 -9%
AWC
1831
Abundance Wealth Counselors
Pennsylvania
$878K -$61K -180 -6%
QFMHK
1832
Q Fund Management (Hong Kong)
$875K +$898K +2,650 New
CB
1833
Cadence Bank
Mississippi
$874K -$9.49K -28 -1%
XSC
1834
X-Square Capital
Puerto Rico
$873K -$120K -354 -12%
PBT
1835
Pictet Bank & Trust
Bahamas
$872K +$29.5K +87 +3%
TAM
1836
Todd Asset Management
Kentucky
$872K
DW30
1837
Drucker Wealth 3.0
New Jersey
$872K -$1.38M -4,066 -61%
WIM
1838
Walsky Investment Management
Pennsylvania
$871K +$894K +2,639 New
BWP
1839
Barlow Wealth Partners
Kentucky
$871K -$5.08K -15 -0.6%
FSA
1840
Financial Sense Advisors
California
$869K -$32.9K -97 -4%
CWM
1841
Castle Wealth Management
Florida
$868K -$357K -1,054 -29%
AMM
1842
American Money Management
California
$868K +$24.7K +73 +3%
VCM
1843
Versant Capital Management
Arizona
$866K +$56.6K +167 +7%
RW
1844
Rede Wealth
Virginia
$864K +$599K +1,768 +208%
PA
1845
PFW Advisors
Georgia
$862K -$37.3K -110 -4%
RWM
1846
RKL Wealth Management
Pennsylvania
$862K +$23.4K +69 +3%
RT
1847
Rockland Trust
Massachusetts
$860K -$569K -1,679 -39%
SQA
1848
Simon Quick Advisors
New Jersey
$858K -$1.59M -4,682 -64%
CWM
1849
Centurion Wealth Management
Virginia
$855K -$73.9K -218 -8%
SIP
1850
Stoneridge Investment Partners
Pennsylvania
$853K +$876K +2,585 New