We are live on ! Find out more
UNH icon

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
CA
2176
Claris Advisors
Missouri
$549K -$8.13K -24 -1%
RPGNY
2177
Retirement Planning Group (New York)
New York
$549K +$678 +2 +0.1%
VCM
2178
Voleon Capital Management
California
$548K -$2.91M -8,574 -84%
TNB
2179
Thomasville National Bank
Georgia
$548K +$3.39K +10 +0.6%
ABTD
2180
Arvest Bank Trust Division
Oklahoma
$546K -$23.4K -69 -4%
MCM
2181
MV Capital Management
Maryland
$544K -$11.2K -33 -2%
CL
2182
CLG LLC
California
$544K -$54.9K -162 -9%
KFGK
2183
Keystone Financial Group (Kentucky)
Kentucky
$544K -$20.7K -61 -4%
SWG
2184
Summit Wealth Group
Vermont
$543K
GCA
2185
Genesee Capital Advisors
New York
$542K +$73.9K +218 +15%
SC
2186
Soundwatch Capital
Connecticut
$542K +$5.42K +16 +1%
DSA
2187
Droms Strauss Advisors
Missouri
$540K -$2.71K -8 -0.5%
OCA
2188
Odyssey Capital Advisors
Pennsylvania
$540K +$554K +1,635 New
KJHP
2189
K.J. Harrison & Partners
Ontario, Canada
$539K -$84.7K -250 -13%
EWA
2190
Eagle Wealth Advisors
Connecticut
$538K +$552K +1,629 New
CC
2191
Clearwave Capital
California
$537K +$552K +1,628 New
AWP
2192
Axis Wealth Partners
Rhode Island
$536K -$3.05K -9 -0.6%
PWG
2193
Portside Wealth Group
Utah
$535K +$79.3K +234 +17%
NPFS
2194
Novak & Powell Financial Services
Florida
$535K +$2.03K +6 +0.4%
IA
2195
Intellus Advisors
Florida
$535K -$3.73K -11 -0.7%
SIA
2196
Sage Investment Advisers
New York
$535K +$549K +1,619 New
RFP
2197
Root Financial Partners
California
$534K -$339 -1 -0.1%
HPIA
2198
Hamilton Point Investment Advisors
North Carolina
$533K -$19.3K -57 -3%
WF
2199
Womack Financial
Texas
$532K +$10.5K +31 +2%
BBP
2200
Banco BTG Pactual
Brazil
$531K -$5.2M -15,357 -91%