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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
TC
1851
TownSquare Capital
Utah
$848K -$1.09M -3,207 -56%
BFG
1852
Beacon Financial Group
Texas
$847K -$15.6K -46 -2%
NFG
1853
Nations Financial Group
Iowa
$846K +$175K +516 +25%
HR
1854
Hardy Reed
Mississippi
$844K +$54.2K +160 +7%
S
1855
Sunpointe
Missouri
$843K -$5.08K -15 -0.6%
TWM
1856
Trueblood Wealth Management
Ohio
$841K -$108K -320 -11%
PFG
1857
Prosperity Financial Group
California
$841K +$34.9K +103 +4%
CG
1858
CFO4Life Group
Texas
$840K -$14.9K -44 -2%
MLL
1859
Moody Lynn & Lieberson
Massachusetts
$839K +$1.02K +3 +0.1%
NS
1860
Northland Securities
Minnesota
$839K +$862K +2,543 New
BAMG
1861
Brand Asset Management Group
Missouri
$838K -$49.1K -145 -5%
SIM
1862
Stratos Investment Management
Ohio
$838K -$8.47K -25 -1%
NHC
1863
Nicholas Hoffman & Company
Georgia
$836K +$14.9K +44 +2%
WCM
1864
Whitener Capital Management
North Carolina
$835K +$634K +1,872 +285%
IPW
1865
Impact Partnership Wealth
Georgia
$834K +$118K +347 +16%
AIIMS
1866
Analyst IMS Investment Management Services
Israel
$833K +$351K +1,037 +70%
AWP
1867
Abacus Wealth Partners
California
$832K +$854K +2,520 New
RMP
1868
Richards, Merrill & Peterson
Washington
$830K -$144K -424 -14%
VFA
1869
Voya Financial Advisors
Connecticut
$828K -$499K -1,471 -37%
WCM
1870
Winthrop Capital Management
Indiana
$827K +$4.74K +14 +0.6%
CA
1871
Cornerstone Advisory
Maryland
$825K -$40.3K -119 -5%
TCM
1872
Triumph Capital Management
Colorado
$823K -$1.2M -3,552 -59%
FWA
1873
FSM Wealth Advisors
Ohio
$823K -$38.3K -113 -4%
SC
1874
Sapient Capital
Indiana
$822K -$65.1K -192 -7%
CFLC
1875
California First Leasing Corp
California
$822K