UNH icon

UnitedHealth

3,286 hedge funds and large institutions have $248B invested in UnitedHealth in 2025 Q4 according to their latest regulatory filings, with 409 funds opening new positions, 1,114 increasing their positions, 1,494 reducing their positions, and 212 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $253B → $248B (-$5.07B)

21% less funds holding in top 10

Funds holding in top 10: 9978 (-21)

25% less repeat investments, than reductions

Existing positions increased: 1,114 | Existing positions reduced: 1,494

Holders
3,286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.7B
Puts
$17.4B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
2001
Future Financial Wealth Management
Ohio
$698K
ALA
2002
Atlas Legacy Advisors
California
$697K
LK
2003
Lumbard & Kellner
New Hampshire
$696K
GPWM
2004
Grant Private Wealth Management
California
$695K
RWA
2005
Redhawk Wealth Advisors
Minnesota
$694K
CCA
2006
Coign Capital Advisors
Utah
$693K
NJIM
2007
Nabity-Jensen Investment Management
Nebraska
$693K
SA
2008
Sovran Advisors
California
$692K
EHWM
2009
Eads & Heald Wealth Management
Georgia
$690K
AWA
2010
Amplius Wealth Advisors
Pennsylvania
$685K
SIM
2011
Synergy Investment Management
Florida
$685K
BWM
2012
Baron Wealth Management
Michigan
$685K
NEWAS
2013
N.E.W. Advisory Services
Wisconsin
$683K
AWG
2014
Altus Wealth Group
Colorado
$683K
CBA
2015
Coastal Bridge Advisors
Connecticut
$680K
YIM
2016
Yoffe Investment Management
Pennsylvania
$679K
TWM
2017
TopTier Wealth Management
Wisconsin
$678K
CBT
2018
Crews Bank & Trust
Florida
$678K
HWMG
2019
Harbour Wealth Management Group
South Carolina
$675K
NA
2020
Navellier & Associates
Nevada
$675K
SAM
2021
Secure Asset Management
Michigan
$674K
CBT
2022
CoreFirst Bank & Trust
Kansas
$673K
GLLW
2023
Graves Light Lenhart Wealth
Virginia
$673K
CAS
2024
Coppell Advisory Solutions
Texas
$672K
IF
2025
Intrua Financial
Texas
$672K