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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
EFA
2051
Englebert Financial Advisers
Pennsylvania
$658K +$675K +1,993 New
DCM
2052
Dorato Capital Management
Colorado
$658K +$666K +1,964 New
FAT
2053
First American Trust
California
$657K -$104K -307 -13%
CWM
2054
Cornerstone Wealth Management
Missouri
$656K -$23K -68 -3%
SSA
2055
Shepherd Street Advisors
California
$656K +$673K +1,986 New
WH
2056
Willner & Heller
California
$655K -$19.7K -58 -3%
WSC
2057
Wellington Shields & Co
New York
$654K +$354K +1,044 +112%
HWA
2058
HCR Wealth Advisors
California
$653K -$36.6K -108 -5%
WWA
2059
Wisconsin Wealth Advisors
Wisconsin
$650K -$65.4K -193 -9%
BFIM
2060
Beese Fulmer Investment Management
Ohio
$649K +$161K +476 +32%
KAM
2061
KEB Asset Management
Illinois
$649K +$18.6K +55 +3%
WA
2062
WealthTrust Axiom
Pennsylvania
$649K +$12.5K +37 +2%
SB
2063
Simmons Bank
Arkansas
$649K -$70.1K -207 -10%
MW
2064
MBL Wealth
North Carolina
$647K +$43K +127 +7%
SIC
2065
Sterling Investment Counsel
New York
$644K +$432K +1,274 New
TFCP
2066
Twin Focus Capital Partners
Massachusetts
$644K +$9.15K +27 +1%
BHCM
2067
Brevan Howard Capital Management
Jersey
$644K -$5.9M -17,417 -90%
FNWM
2068
Financial Network Wealth Management
Utah
$644K -$26.8K -79 -4%
WG
2069
WMS Group
Louisiana
$643K +$660K +1,949 New
BCG
2070
Breakwater Capital Group
New Jersey
$643K -$1.02K -3 -0.2%
GWCM
2071
Godshalk Welsh Capital Management
Pennsylvania
$642K -$33.9K -100 -5%
WG
2072
Winton Group
United Kingdom
$642K +$659K +1,944 New
OP
2073
ORG Partners
Indiana
$641K +$348K +1,026 +112%
DMBA
2074
Deseret Mutual Benefit Administrators
Utah
$639K +$105K +311 +19%
SIA
2075
SGL Investment Advisors
Montana
$639K -$1.36K -4 -0.2%