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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
1CP
2151
1015 Capital Partners
Pennsylvania
$569K +$584K +1,724 New
LJAC
2152
L.J. Altfest & Co
New York
$568K -$1.52M -4,492 -72%
RCA
2153
Ranch Capital Advisors
Florida
$566K +$581K +1,715 New
MIC
2154
Means Investment Company
Maine
$565K -$41K -121 -7%
PEA
2155
Park Edge Advisors
Ohio
$565K +$129K +380 +29%
BFG
2156
Birch Financial Group
New Hampshire
$565K -$127K -375 -18%
FSA
2157
Franklin Street Advisors
North Carolina
$565K -$6.78K -20 -1%
VBFP
2158
Valtinson Bruner Financial Planning
Minnesota
$564K -$16.6K -49 -3%
ML
2159
McAdam LLC
Pennsylvania
$564K +$97.3K +287 +20%
MMC
2160
Mizuho Markets Cayman
Cayman Islands
$563K -$3.4M -10,022 -85%
FWI
2161
Facet Wealth Inc
Maryland
$563K +$264K +780 +69%
FC
2162
Fairscale Capital
New Hampshire
$562K -$160K -473 -22%
MRI
2163
Mad River Investors
Massachusetts
$561K
MQWP
2164
Morey & Quinn Wealth Partners
Nebraska
$561K +$339 +1 +0.1%
CFG
2165
Copley Financial Group
California
$561K -$51.2K -151 -8%
JE
2166
Jacobs Equity
Utah
$559K +$574K +1,693 New
APIM
2167
Agate Pass Investment Management
Washington
$558K +$20K +59 +4%
FGC
2168
First Growth Capital
Maryland
$558K +$678K +2,000 New
SIAP
2169
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$557K +$43.4K +128 +8%
CNB
2170
Camden National Bank
Maine
$556K -$95.2K -281 -14%
DA
2171
Detalus Advisors
Missouri
$555K +$39.6K +117 +7%
BCM
2172
Bienville Capital Management
New York
$554K +$3.73K +11 +0.7%
TWM
2173
Thrive Wealth Management
Pennsylvania
$551K -$54.2K -160 -9%
EWM
2174
Echo Wealth Management
Minnesota
$551K -$127K -376 -18%
SRL
2175
Scientech Research LLC
New Jersey
$550K -$516K -1,522 -48%