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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
NCM
2351
Northside Capital Management
Oregon
$433K -$1.39M -4,106 -76%
TGAM
2352
TBH Global Asset Management
Tennessee
$433K +$146K +430 +49%
RFG
2353
RFP Financial Group
Georgia
$433K -$92.9K -274 -17%
EPI
2354
Eddie Patel Inc
Illinois
$433K +$444K +1,311 New
BW
2355
Blalock Williams
Alabama
$432K -$29.8K -88 -6%
CC
2356
Cypress Capital
Tennessee
$431K -$29.1K -86 -6%
MW
2357
Merited Wealth
Florida
$430K +$442K +1,304 New
PIM
2358
Profit Investment Management
Maryland
$430K -$34.2K -101 -7%
PNC
2359
Park National Corp
Ohio
$430K
PPWM
2360
Paragon Private Wealth Management
Kentucky
$429K +$71.8K +212 +20%
DG
2361
Dala Group
Illinois
$429K +$440K +1,299 New
BLC
2362
Brown, Lisle/Cummings
Rhode Island
$429K -$15.3K -45 -3%
THL
2363
Tillman Hartley LLC
Colorado
$429K +$65.7K +194 +18%
PL
2364
PeakShares LLC
Florida
$429K +$440K +1,299 New
LA
2365
Legacy Advisors
Pennsylvania
$428K +$104K +306 +31%
FFA
2366
Frazier Financial Advisors
Ohio
$428K +$152K +449 +53%
BF
2367
Brucke Financial
Indiana
$428K +$37.6K +111 +9%
NF
2368
NavPoint Financial
Minnesota
$427K
HWMO
2369
Heritage Wealth Management (Ohio)
Ohio
$427K +$7.12K +21 +2%
SC
2370
Steph & Co
Wisconsin
$427K +$221K +651 +101%
IA
2371
IMZ Advisory
Florida
$426K +$14.9K +44 +4%
SWGC
2372
Summit Wealth Group (Colorado)
Colorado
$426K +$437K +1,289 New
TPWA
2373
Twin Peaks Wealth Advisors
California
$425K -$116K -341 -18%
ECA
2374
Elevate Capital Advisors
Colorado
$424K +$435K +1,284 New
FPL
2375
Fortress Private Ledger
North Carolina
$421K +$84.4K +249 +24%