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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 414 funds opening new positions, 1,116 increasing their positions, 1,495 reducing their positions, and 212 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 414 | Existing positions closed: 212

19% more call options, than puts

Call options by funds: $20.7B | Put options by funds: $17.4B

4% more funds holding

Funds holding: 3,1573,294 (+137)

1.95% 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
+137
Holders Change %
+4.34%
% 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
414
Increased
1,116
Reduced
1,495
Closed
212
Calls
$20.7B
Puts
$17.4B
Net Calls
+$3.33B
Net Calls Change
-$593M
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
2251
Waldron Private Wealth
Pennsylvania
$488K +$91.8K +271 +22%
LOWM
2252
Laurel Oak Wealth Management
New Jersey
$486K +$499K +1,472 New
MWM
2253
Mosley Wealth Management
California
$482K +$441K +1,301 New
PAG
2254
Private Advisory Group
Washington
$480K +$231K +681 +88%
FA
2255
Forefront Analytics
Pennsylvania
$479K +$109K +322 +28%
AIA
2256
Affinity Investment Advisors
California
$479K
PHS
2257
Pekin Hardy Strauss
Illinois
$478K -$1.35M -3,986 -73%
APW
2258
Aurora Private Wealth
New Jersey
$478K +$491K +1,449 New
CAM
2259
Congress Asset Management
Massachusetts
$478K -$215K -633 -30%
GPI
2260
General Partner Inc
Pennsylvania
$477K
CAM
2261
Chesapeake Asset Management
New York
$475K +$23K +68 +5%
Members Trust
2262
Members Trust
Florida
$474K -$32.9K -97 -6%
FAL
2263
Focused Alpha LLC
Colorado
$474K +$486K +1,435 New
PMA
2264
Prudent Man Advisors
Illinois
$473K -$748K -2,207 -61%
SAM
2265
Sagewood Asset Management
New York
$473K +$486K +1,434 New
WETS
2266
Wealth Enhancement Trust Services
South Dakota
$473K +$486K +1,434 New
MWA
2267
Midland Wealth Advisors
Illinois
$473K -$208K -615 -30%
XPN
2268
XY Planning Network
Montana
$473K +$230K +679 +90%
CAGAS
2269
Capital Advisory Group Advisory Services
Minnesota
$473K -$72.5K -214 -13%
C
2270
Croban
Ohio
$472K +$485K +1,431 New
BL
2271
BFSG LLC
California
$472K -$240K -709 -33%
AWS
2272
Aspen Wealth Strategies
Colorado
$472K +$3.05K +9 +0.6%
DIP
2273
DT Investment Partners
Pennsylvania
$470K
CIA
2274
CCM Investment Advisers
South Carolina
$469K
SWM
2275
Sandro Wealth Management
New Jersey
$468K +$481K +1,418 New