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UnitedHealth

3,293 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 212 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 413 | 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: 3,1573,293 (+136)

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
3,293
Holders Change
+136
Holders Change %
+4.31%
% 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
212
Calls
$20.7B
Puts
$17.4B
Net Calls
+$3.33B
Net Calls Change
-$593M
Name Holding Trade Value Shares
Change
Change in
Stake
HAM
2276
Harmony Asset Management
Arizona
$468K +$253K +748 +112%
SS
2277
Sunbelt Securities
Texas
$467K +$22.4K +66 +5%
DWS
2278
Discipline Wealth Solutions
South Carolina
$467K +$7.79K +23 +2%
PCM
2279
Pointe Capital Management
Michigan
$467K +$18.6K +55 +4%
LWA
2280
Legacy Wealth Advisors
Florida
$467K +$480K +1,416 New
Harris Associates
2281
Harris Associates
Illinois
$467K
HFP
2282
Holistic Financial Partners
Indiana
$467K -$91.8K -271 -16%
BAM
2283
Byrne Asset Management
New Jersey
$466K +$479K +1,413 New
LWM
2284
LeConte Wealth Management
Tennessee
$465K +$18.6K +55 +4%
SIS
2285
Sound Income Strategies
Florida
$464K +$18K +53 +4%
CFSG
2286
Clark Financial Services Group
Missouri
$463K +$4.41K +13 +1%
NLP
2287
Next Level Private
New York
$463K +$55.2K +163 +13%
CW
2288
Code Waechter
Florida
$463K +$133K +391 +39%
AGP
2289
Aspire Growth Partners
Florida
$463K +$9.49K +28 +2%
PIM
2290
Provident Investment Management
Michigan
$462K -$226K -667 -32%
DBRC
2291
D.B. Root & Company
Pennsylvania
$461K -$221K -653 -32%
GWM
2292
GSB Wealth Management
Connecticut
$461K +$42K +124 +10%
XWL
2293
XXI Wealth LLC
Illinois
$460K +$472K +1,394 New
FPWM
2294
FSB Premier Wealth Management
Iowa
$460K -$183K -540 -28%
GHA
2295
GW Henssler & Associates
Georgia
$459K -$40.7K -120 -8%
PWM
2296
Proathlete Wealth Management
Florida
$459K +$2.03K +6 +0.4%
OWA
2297
Octavia Wealth Advisors
Ohio
$458K +$26.4K +78 +6%
AIA
2298
AssuredPartners Investment Advisors
Florida
$458K +$95.6K +282 +26%
MIA
2299
MainStreet Investment Advisors
Illinois
$457K -$732K -2,160 -61%
LSA
2300
Lansing Street Advisors
Pennsylvania
$456K -$151K -445 -24%