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
CA
2001
Cambridge Advisors
Nebraska
$700K
SWA
2002
SFMG Wealth Advisors
Texas
$699K -$4.74K -14 -0.7%
GI
2003
GAMCO Investors
Connecticut
$698K -$274K -809 -28%
FFWM
2004
Future Financial Wealth Management
Ohio
$698K +$102K +300 +17%
ALA
2005
Atlas Legacy Advisors
California
$697K +$2.37K +7 +0.3%
LK
2006
Lumbard & Kellner
New Hampshire
$696K +$3.39K +10 +0.5%
GPWM
2007
Grant Private Wealth Management
California
$695K +$45.4K +134 +7%
RWA
2008
Redhawk Wealth Advisors
Minnesota
$694K +$5.42K +16 +0.8%
CCA
2009
Coign Capital Advisors
Utah
$693K -$20K -59 -3%
NJIM
2010
Nabity-Jensen Investment Management
Nebraska
$693K +$4.74K +14 +0.7%
SA
2011
Sovran Advisors
California
$692K +$4.07K +12 +0.6%
EHWM
2012
Eads & Heald Wealth Management
Georgia
$690K -$203K -600 -22%
AWA
2013
Amplius Wealth Advisors
Pennsylvania
$685K -$7.12K -21 -1%
SIM
2014
Synergy Investment Management
Florida
$685K +$64.4K +190 +10%
BWM
2015
Baron Wealth Management
Michigan
$685K +$49.5K +146 +8%
NEWAS
2016
N.E.W. Advisory Services
Wisconsin
$683K -$75.9K -224 -10%
AWG
2017
Altus Wealth Group
Colorado
$683K +$701K +2,069 New
CBA
2018
Coastal Bridge Advisors
Connecticut
$680K +$25.8K +76 +4%
YIM
2019
Yoffe Investment Management
Pennsylvania
$679K +$339 +1 +0%
TWM
2020
TopTier Wealth Management
Wisconsin
$678K +$696K +2,055 New
CBT
2021
Crews Bank & Trust
Florida
$678K -$34.6K -102 -5%
HWMG
2022
Harbour Wealth Management Group
South Carolina
$675K +$693K +2,044 New
NA
2023
Navellier & Associates
Nevada
$675K +$2.71K +8 +0.4%
SAM
2024
Secure Asset Management
Michigan
$674K +$10.8K +32 +2%
CBT
2025
CoreFirst Bank & Trust
Kansas
$673K -$61K -180 -8%