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UnitedHealth

3,294 hedge funds and large institutions have $248B invested in UnitedHealth in 2025 Q4 according to their latest regulatory filings, with 413 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: 413 | 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: 3,1593,294 (+135)

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
3,294
Holders Change
+135
Holders Change %
+4.27%
% 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
413
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
ACGA
1901
Atlanta Consulting Group Advisors
Georgia
$793K -$130K -383 -14%
CCP
1902
Cassia Capital Partners
North Carolina
$792K -$66.8K -197 -8%
ESB
1903
Essex Savings Bank
Connecticut
$791K +$83K +245 +11%
GKFF
1904
George Kaiser Family Foundation
Oklahoma
$791K
GSEP
1905
Golden State Equity Partners
California
$790K +$8.47K +25 +1%
SOAM
1906
SBI Okasan Asset Management
Japan
$789K +$813K +2,400 New
THCM
1907
Taylor Hoffman Capital Management
Virginia
$789K +$70.1K +207 +9%
CIC
1908
Cornercap Investment Counsel
Georgia
$787K -$10.8K -32 -1%
PPW
1909
Parcion Private Wealth
Washington
$786K -$23.7K -70 -3%
AA
1910
Armis Advisers
Georgia
$785K -$572K -1,688 -37%
LCG
1911
Lakeshore Capital Group
Illinois
$784K +$26.8K +79 +3%
BB
1912
Burford Brothers
Texas
$784K -$152K -448 -16%
CCM
1913
Cox Capital Management
Massachusetts
$783K -$714K -2,108 -47%
TPWM
1914
Twelve Points Wealth Management
Massachusetts
$781K -$307K -905 -28%
DWM
1915
Drive Wealth Management
Utah
$781K +$103K +304 +15%
BWP
1916
BSW Wealth Partners
Colorado
$781K +$149K +440 +23%
SIG
1917
Spinnaker Investment Group
California
$780K +$44.7K +132 +6%
CCG
1918
Chatham Capital Group
Georgia
$779K -$129K -381 -14%
AFA
1919
Alpha Financial Advisors
North Carolina
$779K -$28.5K -84 -3%
WMA
1920
West Michigan Advisors
Michigan
$777K -$139K -410 -15%
TWP
1921
Tempus Wealth Planning
California
$777K +$445K +1,314 +126%
AA
1922
Acorns Advisers
California
$776K +$148K +437 +23%
CWA
1923
Consilium Wealth Advisory
Texas
$775K
RWS
1924
Resolute Wealth Strategies
Mississippi
$774K -$38K -112 -5%
VCM
1925
Vivaldi Capital Management
Illinois
$772K -$7.46K -22 -0.9%