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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
CLOS
2101
Compagnie Lombard Odier SCmA
Switzerland
$608K -$197K -582 -24%
SPL
2102
Smart Portfolios LLC
Washington
$607K -$10.8K -32 -2%
SRA
2103
Secured Retirement Advisors
Minnesota
$607K +$15.9K +47 +3%
FAM
2104
Flaharty Asset Management
Florida
$607K
AR
2105
Apeiron RIA
Texas
$606K -$11.9K -35 -2%
MF
2106
Magnetar Financial
Illinois
$606K +$622K +1,835 New
RCM
2107
RB Capital Management
Nevada
$606K -$250K -739 -29%
CFO
2108
Cambient Family Office
Michigan
$605K +$622K +1,834 New
WMP
2109
Wealth Management Partners
Arizona
$605K +$98.6K +291 +19%
Fuller & Thaler Asset Management
2110
Fuller & Thaler Asset Management
California
$604K
AP
2111
Anchyra Partners
Georgia
$603K +$619K +1,828 New
CAWM
2112
Capital Advisors Wealth Management
Washington
$603K +$24.1K +71 +4%
RB
2113
Renasant Bank
Mississippi
$602K -$82.7K -244 -12%
NSIM
2114
North Star Investment Management
Illinois
$601K +$26.1K +77 +4%
FWMP
2115
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$601K -$3.39K -10 -0.5%
WLIM
2116
White Lighthouse Investment Management
Massachusetts
$600K -$21.4K -63 -3%
EWM
2117
Elevation Wealth Management
Minnesota
$597K +$613K +1,809 New
WWC
2118
Waypoint Wealth Counsel
Georgia
$597K +$20K +59 +3%
CCG
2119
Coastwise Capital Group
California
$596K -$194K -571 -24%
PCMM
2120
Piedmont Capital Management (Montana)
Montana
$596K -$5.76K -17 -0.9%
KA
2121
Klingman & Associates
New York
$596K +$26.1K +77 +4%
FP
2122
Factorial Partners
New York
$594K
EA
2123
Everpar Advisors
Oklahoma
$590K +$72.9K +215 +14%
CWS
2124
Cypress Wealth Services
California
$588K +$70.1K +207 +13%
FTC
2125
Farmers Trust Company
Ohio
$588K -$102K -301 -14%