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
GLLW
2026
Graves Light Lenhart Wealth
Virginia
$673K
CAS
2027
Coppell Advisory Solutions
Texas
$672K +$105K +309 +18%
IF
2028
Intrua Financial
Texas
$672K -$43.4K -128 -6%
SAM
2029
Sawgrass Asset Management
Florida
$671K +$40K +118 +6%
TIA
2030
Tiemann Investment Advisors
California
$671K -$85.1K -251 -11%
IIA
2031
IPG Investment Advisors
California
$670K -$136K -400 -16%
MAM
2032
McLean Asset Management
Virginia
$670K +$10.8K +32 +2%
CAC
2033
Certified Advisory Corp
Florida
$669K +$72.9K +215 +12%
CFP
2034
Cascade Financial Partners
California
$669K +$6.44K +19 +0.9%
HA
2035
Huntleigh Advisors
Missouri
$669K -$175K -515 -20%
WIC
2036
Wilkins Investment Counsel
Massachusetts
$668K -$64.4K -190 -9%
M1FG
2037
Mach-1 Financial Group
Arkansas
$668K +$686K +2,024 New
CIM
2038
Cambria Investment Management
California
$666K +$151K +447 +28%
KWM
2039
KFG Wealth Management
Indiana
$666K -$110K -325 -14%
SVCP
2040
Silicon Valley Capital Partners
California
$663K -$536K -1,582 -44%
SIM
2041
Sterling Investment Management
Arizona
$663K -$772K -2,277 -53%
PMSA
2042
Patrick M. Sweeney & Associates
Illinois
$662K -$11.2K -33 -2%
PWM
2043
Paulson Wealth Management
Illinois
$662K -$169K -499 -20%
IFS
2044
Ifrah Financial Services
Arkansas
$661K -$19.3K -57 -3%
CCA
2045
Cruiser Capital Advisors
Connecticut
$660K
AGA
2046
Accuvest Global Advisors
Utah
$660K +$678K +2,000 New
LPFG
2047
Landing Point Financial Group
Ohio
$659K +$22.7K +67 +3%
SL
2048
Sentinus LLC
Illinois
$659K +$329K +970 +95%
ACM
2049
Ardent Capital Management
Ohio
$659K -$10.8K -32 -2%
CNBT
2050
Canandaigua National Bank & Trust
New York
$658K -$112K -331 -14%