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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
FBT
2076
First Bank & Trust
South Dakota
$638K +$14.2K +42 +2%
EFG
2077
Ethos Financial Group
Pennsylvania
$636K +$82.7K +244 +14%
ECM
2078
EMC Capital Management
Texas
$636K -$136K -400 -18%
PWP
2079
Prasad Wealth Partners
Ohio
$635K +$1.69K +5 +0.3%
DWA
2080
Douglass Winthrop Advisors
New York
$634K +$71.8K +212 +12%
PGWM
2081
Parisi Gray Wealth Management
New Jersey
$634K +$339 +1 +0.1%
PAM
2082
Peak Asset Management
Colorado
$631K -$10.2K -30 -2%
LW
2083
Lauer Wealth
Indiana
$631K +$15.9K +47 +3%
PB
2084
Pinnacle Bancorp
Nebraska
$630K -$3.05K -9 -0.5%
EAM
2085
Evanson Asset Management
California
$630K +$345K +1,018 +114%
CSPIA
2086
Cary Street Partners Investment Advisory
Virginia
$630K +$148K +436 +30%
TWG
2087
The Wealth Group
Minnesota
$629K +$55.9K +165 +9%
FWM
2088
Finer Wealth Management
Massachusetts
$627K +$291K +859 +83%
MIM
2089
Moseley Investment Management
Florida
$625K +$94.2K +278 +17%
5NPW
2090
55 North Private Wealth
Florida
$623K +$639K +1,886 New
APM
2091
a16z Perennial Management
California
$620K -$3.39K -10 -0.5%
WAM
2092
Weinberger Asset Management
California
$617K -$89.1K -263 -12%
LWCFA
2093
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$615K +$14.9K +44 +2%
ACP
2094
Argyle Capital Partners
California
$614K +$44.4K +131 +8%
WPW
2095
Winthrop Partners - WNY
New York
$613K +$629K +1,857 New
PW
2096
PUREfi Wealth
Massachusetts
$612K +$7.79K +23 +1%
SPWG
2097
Syntegra Private Wealth Group
Missouri
$611K +$4.74K +14 +0.8%
EFA
2098
Evernest Financial Advisors
Indiana
$609K -$350K -1,032 -32%
FFA
2099
Florida Financial Advisors
Florida
$609K -$32.2K -95 -5%
BIG
2100
Brookwood Investment Group
Arizona
$608K -$500K -1,474 -44%