We are live on ! Find out more
UNH icon

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
MP
1976
McDonald Partners
Ohio
$722K -$551K -1,625 -43%
SMC
1977
Smith, Moore & Co
Missouri
$721K -$29.5K -87 -4%
WBCM
1978
Wilson & Boucher Capital Management
California
$721K -$30.2K -89 -4%
NFG
1979
Northbridge Financial Group
Florida
$720K +$739K +2,182 New
GHA
1980
Granite Harbor Advisors
Texas
$720K +$110K +326 +18%
FPCP
1981
Fort Point Capital Partners
California
$718K +$169K +500 +31%
BFA
1982
Beaumont Financial Advisors
Massachusetts
$718K -$412K -1,216 -36%
RPGK
1983
Retirement Planning Group (Kansas)
Kansas
$718K -$28.5K -84 -4%
BIAS
1984
Beacon Investment Advisory Services
New Jersey
$716K +$78.6K +232 +12%
DAM
1985
Diamant Asset Management
Connecticut
$716K +$84.7K +250 +13%
WCM
1986
Wallace Capital Management
Texas
$714K +$15.3K +45 +2%
SMA
1987
Seven Mile Advisory
New Jersey
$714K +$446K +1,315 +155%
SWM
1988
SHP Wealth Management
Massachusetts
$714K +$732K +2,161 New
TMWM
1989
Taylor & Morgan Wealth Management
Michigan
$714K +$509K +1,502 +227%
BWA
1990
Basecamp Wealth Advisors
Washington
$713K +$732K +2,161 New
PCM
1991
Presidio Capital Management
California
$713K +$82.7K +244 +13%
RIA
1992
Realta Investment Advisors
Delaware
$712K +$62K +183 +9%
HP
1993
Havemeyer Place
Connecticut
$712K +$731K +2,156 New
TA
1994
TCM Advisors
West Virginia
$709K
LI
1995
LRI Investments
Florida
$709K +$94.2K +278 +2%
LI
1996
LMCG Investments
Massachusetts
$706K -$616K -1,817 -46%
WCA
1997
Westover Capital Advisors
Delaware
$706K -$7.46K -22 -1%
WC
1998
Waterloo Capital
Texas
$704K -$1.33M -3,929 -65%
RPC
1999
Rossmore Private Capital
Connecticut
$703K -$7.79K -23 -1%
RBC
2000
Romano Brothers & Co
Illinois
$702K -$31.5K -93 -4%