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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
JGIA
1926
Jackson Grant Investment Advisers
Connecticut
$772K -$43.7K -129 -5%
CIP
1927
Convergence Investment Partners
Florida
$772K -$13.2K -39 -2%
MWA
1928
Medallion Wealth Advisors
Connecticut
$772K +$22.7K +67 +3%
CIM
1929
CIM Investment Management
Pennsylvania
$768K
LFA
1930
Legacy Financial Advisors
Kentucky
$766K -$412K -1,215 -34%
TP
1931
TritonPoint Partners
Maryland
$766K +$787K +2,321 New
NI
1932
Natural Investments
California
$766K -$59K -174 -7%
PPC
1933
Park Place Capital
Alabama
$765K -$96.6K -285 -11%
QWM
1934
Quadcap Wealth Management
Texas
$765K -$95.9K -283 -11%
SFG
1935
Sovereign Financial Group
Connecticut
$765K +$24.4K +72 +3%
DA
1936
Doliver Advisors
Texas
$764K -$517K -1,527 -40%
SIM
1937
Sentry Investment Management
Wisconsin
$764K
BIA
1938
Bigelow Investment Advisors
Maine
$761K -$3.73K -11 -0.5%
AAG
1939
Armstrong Advisory Group
Massachusetts
$760K +$2.37K +7 +0.3%
WWM
1940
Walser Wealth Management
Florida
$760K +$780K +2,301 New
CWA
1941
Cornerstone Wealth Advisors
Minnesota
$759K
OFO
1942
OneAscent Family Office
Alabama
$759K -$8.47K -25 -1%
CPM
1943
Connective Portfolio Management
New York
$759K
SP
1944
Stonebrook Private
Michigan
$759K -$1.34M -3,956 -63%
RA
1945
Rational Advisors
New York
$758K +$690K +2,037 +790%
GCM
1946
Gladius Capital Management
Illinois
$754K -$173K -510 -18%
ACM
1947
Allred Capital Management
Texas
$753K -$274K -809 -26%
WCP
1948
Wealthcare Capital Partners
Pennsylvania
$753K -$12.7M -37,566 -94%
EAM
1949
Empirical Asset Management
Massachusetts
$752K -$93.5K -276 -5%
CFS
1950
CRA Financial Services
New Jersey
$752K -$57.9K -171 -7%