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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
FFP
2126
Freedom Financial Partners
Minnesota
$587K +$603K +1,779 New
SC
2127
Sierra Capital
Florida
$587K
WAS
2128
Winch Advisory Services
Wisconsin
$587K +$16.3K +48 +3%
ACA
2129
Atlas Capital Advisors
Wyoming
$587K +$603K +1,778 New
PCA
2130
Prosperity Capital Advisors
Ohio
$586K -$395K -1,167 -40%
CH
2131
Cromwell Holdings
Wyoming
$584K +$256K +755 +74%
1SB
2132
1ST Source Bank
Indiana
$584K -$54.2K -160 -8%
SPAS
2133
Spectrum Planning & Advisory Services
California
$583K +$27.8K +82 +5%
BBWA
2134
Bell & Brown Wealth Advisors
California
$579K +$595K +1,755 New
SPWG
2135
Sage Private Wealth Group
Illinois
$579K +$10.5K +31 +2%
WDC
2136
Woodward Diversified Capital
California
$579K +$32.2K +95 +6%
MPCL
2137
My Personal CFO LLC
Washington
$579K -$25.8K -76 -4%
BC
2138
Broadwater Capital
Massachusetts
$579K
MWM
2139
Manske Wealth Management
Texas
$578K +$98.6K +291 +20%
WCG
2140
Weaver Consulting Group
California
$577K +$11.2K +33 +2%
KWA
2141
Kellett Wealth Advisors
Ohio
$576K +$9.83K +29 +2%
NFP
2142
Narus Financial Partners
Utah
$576K +$29.8K +88 +5%
TCOTS
2143
Trust Company of the South
North Carolina
$576K -$151K -446 -20%
JTWM
2144
Jackson Thornton Wealth Management
Alabama
$575K -$33.5K -99 -6%
EW
2145
Element Wealth
Mississippi
$574K +$7.79K +23 +1%
DSC
2146
Duncker Streett & Co
Missouri
$572K -$306K -903 -34%
FFWA
2147
FRG Family Wealth Advisors
Washington
$572K
4WM
2148
44 Wealth Management
Oregon
$571K +$130K +385 +29%
WA
2149
Waddell & Associates
Tennessee
$571K -$80K -236 -12%
LA
2150
Lifeworks Advisors
Michigan
$570K +$44.4K +131 +8%