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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
BFM
1951
Boothbay Fund Management
New York
$752K -$3.1M -9,151 -80%
CPA
1952
Cardiff Park Advisors
California
$745K -$29.1K -86 -4%
PI
1953
Pettee Investors
Connecticut
$744K -$221K -653 -22%
HTIM
1954
Harbour Trust & Investment Management
Indiana
$742K -$4.22M -12,460 -85%
SWA
1955
Strategies Wealth Advisors
Michigan
$742K +$20.7K +61 +3%
KCPG
1956
Kavar Capital Partners Group
Kansas
$741K +$217K +639 +40%
TBA
1957
Tower Bridge Advisors
Pennsylvania
$740K -$289K -853 -28%
AR
1958
Advisory Research
Illinois
$740K -$119K -352 -14%
SB
1959
Sunflower Bank
Texas
$736K +$106K +313 +16%
IWA
1960
Invera Wealth Advisors
Oregon
$735K +$148K +436 +24%
IA
1961
Inspire Advisors
Idaho
$735K +$57.3K +169 +8%
GWP
1962
Gateway Wealth Partners
Wisconsin
$735K -$128K -377 -14%
RFW
1963
Redwood Family Wealth
Texas
$734K +$754K +2,224 New
ACM
1964
Absolute Capital Management
Pennsylvania
$734K +$753K +2,222 New
FSA
1965
Financial Security Advisor
Virginia
$733K -$11.9K -35 -2%
HG
1966
Harbor Group
New Hampshire
$733K -$18.6K -55 -2%
RWA
1967
Rooted Wealth Advisors
Illinois
$732K +$32.2K +95 +4%
EPA
1968
Element Pointe Advisors
Florida
$731K -$54.2K -160 -7%
Axa
1969
Axa
France
$731K -$129K -382 -15%
VAM
1970
Virtue Asset Management
Illinois
$730K +$128K +379 +21%
SPC
1971
Spirepoint Private Client
Florida
$729K -$58.3K -172 -7%
SIM
1972
Sims Investment Management
Ohio
$727K +$164K +483 +28%
APG
1973
Abacus Planning Group
South Carolina
$726K +$73.9K +218 +11%
OA
1974
Oxbow Advisors
Texas
$726K +$745K +2,198 New
KFA
1975
Kelleher Financial Advisors
New York
$723K +$39.3K +116 +6%