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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
FFP
1876
FourThought Financial Partners
Florida
$820K -$261K -771 -24%
SSC
1877
Syverson Strege & Co
Iowa
$819K -$102K -302 -11%
SWM
1878
Salvus Wealth Management
New Jersey
$818K +$840K +2,478 New
CP
1879
Camelot Portfolios
Ohio
$818K -$124K -366 -13%
AFT
1880
Alpha Family Trust
California
$817K
GPA
1881
Garrison Point Advisors
California
$812K -$64.4K -190 -7%
SWM
1882
SeaCrest Wealth Management
New York
$812K +$1.02K +3 +0.1%
TWM
1883
Topsail Wealth Management
North Carolina
$812K +$2.03K +6 +0.2%
TBC
1884
Tweedy, Browne Co
Connecticut
$812K +$109K +322 +15%
RP
1885
Riverwater Partners
Wisconsin
$811K +$15.3K +45 +2%
GEA
1886
Glen Eagle Advisors
New Jersey
$810K -$75.9K -224 -8%
NB
1887
Nicolet Bankshares
Wisconsin
$810K -$35.6K -105 -4%
WG
1888
Wellington Group
Indiana
$808K +$830K +2,449 New
LL
1889
LPWM LLC
Minnesota
$806K +$123K +362 +17%
WSWA
1890
Warren Street Wealth Advisors
California
$806K -$20K -59 -2%
UCI
1891
Uncommon Cents Investing
Wisconsin
$805K
LCM
1892
LVM Capital Management
Michigan
$805K
MCWA
1893
Meadow Creek Wealth Advisors
Georgia
$804K -$35.9K -106 -4%
RWM
1894
RBA Wealth Management
California
$804K -$22.7K -67 -3%
MMCM
1895
Murphy & Mullick Capital Management
New York
$802K +$130K +383 +19%
SFS
1896
Strategic Financial Services
New York
$802K -$479K -1,414 -33%
LIA
1897
LS Investment Advisors
Michigan
$801K +$208K +615 +34%
SHFA
1898
SC&H Financial Advisors
Maryland
$797K +$55.9K +165 +7%
KMWM
1899
Keudell/Morrison Wealth Management
Oregon
$796K +$817K +2,412 New
AI
1900
AXS Investments
New York
$795K -$113K -333 -12%