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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
RPWA
2226
Regent Peak Wealth Advisors
Georgia
$507K -$2.37K -7 -0.5%
FWP
2227
Falcon Wealth Planning
California
$507K +$68.1K +201 +15%
GC
2228
Gilbert & Cook
Iowa
$507K -$8.47K -25 -2%
PWP
2229
Phillips Wealth Planners
Mississippi
$506K -$224K -662 -31%
FA
2230
Faithward Advisors
Pennsylvania
$506K -$127K -375 -20%
BOS
2231
Bank of Stockton
California
$504K -$108K -318 -17%
NRWA
2232
North Ridge Wealth Advisors
Oregon
$503K
SWP
2233
Strategic Wealth Partners
Ohio
$502K -$989K -2,917 -66%
TCM
2234
Traynor Capital Management
Pennsylvania
$501K +$123K +364 +32%
SFG
2235
SageGuard Financial Group
Tennessee
$501K +$514K +1,517 New
FG
2236
Fiduciary Group
Georgia
$500K -$659K -1,946 -56%
IRP
2237
Investment Research Partners
Pennsylvania
$498K -$16.6K -49 -3%
PAG
2238
Paladin Advisory Group
Iowa
$497K
BFA
2239
Buttonwood Financial Advisors
Maryland
$496K -$3.39K -10 -0.7%
CTC
2240
Corundum Trust Company
South Dakota
$495K
CC
2241
Corsicana & Co
Texas
$495K
BWM
2242
Buska Wealth Management
Wisconsin
$493K -$678 -2 -0.1%
EFSCE
2243
Enterprise Financial Services Corp (EFSC)
Missouri
$493K +$44.4K +131 +10%
QFW
2244
QTR Family Wealth
Florida
$491K -$117K -345 -16%
JGC
2245
J. Goldman & Co
New York
$491K +$504K +1,486 New
ESC
2246
Eurizon SLJ Capital
$490K +$503K +1,484 New
TF
2247
Tompkins Financial
New York
$489K
SPF
2248
South Plains Financial
Texas
$489K -$42.4K -125 -8%
SFS
2249
Summit Financial Strategies
Ohio
$489K -$86.4K -255 -15%
GWA
2250
Gratus Wealth Advisors
Virginia
$488K -$146K -430 -23%