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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
DI
2301
Diligent Investors
California
$455K -$6.44K -19 -1%
EF
2302
Exeter Financial
Arizona
$455K +$76.9K +227 +20%
BOSSRA
2303
B.O.S.S. Retirement Advisors
Utah
$454K -$159K -468 -25%
MFPI
2304
Midwest Financial Partners Investments
Minnesota
$454K +$466K +1,374 New
MCI
2305
MRP Capital Investments
Georgia
$452K +$161K +475 +53%
BIS
2306
BG Investment Services
Guam
$452K -$110K -324 -19%
KSWWM
2307
Keyes Stange & Wooten Wealth Management
Florida
$451K +$2.37K +7 +0.5%
FFC
2308
First Financial Corp
Indiana
$451K -$12.5K -37 -3%
BFS
2309
Burr Financial Services
California
$451K
HCP
2310
Holt Capital Partners
Texas
$451K
WPC
2311
Waters Parkerson & Co
Louisiana
$450K +$89.5K +264 +24%
PIA
2312
Pinion Investment Advisors
Kansas
$450K -$9.83K -29 -2%
GFA
2313
Gallagher Fiduciary Advisors
Illinois
$450K -$31.5K -93 -6%
JWBC
2314
J.W. Burns & Co
New York
$450K +$27.4K +81 +6%
VCM
2315
Virtue Capital Management
Tennessee
$449K -$1.3M -3,822 -74%
OF
2316
Optimize Financial
California
$449K +$5.42K +16 +1%
CWM
2317
Cahaba Wealth Management
Georgia
$448K +$4.07K +12 +0.9%
FMC
2318
First Merchants Corp
Indiana
$448K -$67.8K -200 -13%
DIA
2319
Dean Investment Associates
Ohio
$446K -$537K -1,585 -54%
MHR
2320
Matthew Hamilton Rosenberg
$446K -$2.37K -7 -0.5%
BFS
2321
BridgePort Financial Solutions
Iowa
$446K -$158K -466 -26%
BA
2322
Birinyi Associates
Connecticut
$446K
HCM
2323
Hengehold Capital Management
Ohio
$446K -$36.9K -109 -7%
WT
2324
Washington Trust
Rhode Island
$446K -$38.6K -114 -8%
DE
2325
DV Equities
Illinois
$445K +$457K +1,349 New