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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
VW
2326
Vantus Wealth
Pennsylvania
$445K +$456K +1,347 New
C
2327
Covestor
United Kingdom
$444K -$70.8K -209 -13%
LF
2328
Lantz Financial
Illinois
$444K +$2.37K +7 +0.5%
FWTB
2329
First Western Trust Bank
Colorado
$444K +$11.2K +33 +3%
NWA
2330
Navis Wealth Advisors
New York
$444K +$456K +1,345 New
AA
2331
Aire Advisors
California
$444K -$131K -387 -22%
SFS
2332
Stiles Financial Services
Minnesota
$444K +$339 +1 +0.1%
TIA
2333
Tandem Investment Advisors
South Carolina
$443K +$156K +459 +52%
AAG
2334
Asset Advisory Group
New Jersey
$442K +$454K +1,340 New
MBWA
2335
Marin Bay Wealth Advisors
California
$442K +$453K +1,338 New
PC
2336
Prairiewood Capital
North Dakota
$441K
BMWS
2337
Brady Martz Wealth Solutions
North Dakota
$440K -$23K -68 -5%
AF
2338
Apollon Financial
South Carolina
$440K +$28.8K +85 +7%
MWPCG
2339
Measured Wealth Private Client Group
New Hampshire
$439K -$13.2K -39 -3%
WCM
2340
Washington Capital Management
Washington
$437K +$16.9K +50 +4%
WAG
2341
Winthrop Advisory Group
Massachusetts
$437K -$44.4K -131 -9%
DWM
2342
Dynasty Wealth Management
Florida
$437K +$176K +518 +64%
SL
2343
Salomon & Ludwin
Virginia
$437K -$22K -65 -5%
MWM
2344
Mindset Wealth Management
Indiana
$436K -$73.5K -217 -14%
WMA
2345
Wealth Management Associates
New Jersey
$436K +$5.42K +16 +1%
AWM
2346
Aviso Wealth Management
Washington
$435K +$87.1K +257 +24%
FCAS
2347
First Command Advisory Services
Texas
$435K +$39.6K +117 +10%
MCC
2348
Malaga Cove Capital
California
$434K +$446K +1,316 New
API
2349
Asset Planning Inc
California
$434K -$184K -544 -29%
BCM
2350
Bannerstone Capital Management
Minnesota
$434K +$445K +1,314 New