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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
UWPG
2401
Ullmann Wealth Partners Group
Florida
$407K +$4.07K +12 +1%
VCP
2402
Verus Capital Partners
Arizona
$407K +$53.2K +157 +15%
AWA
2403
A4 Wealth Advisors
North Carolina
$407K -$288K -850 -41%
RDFA
2404
Ritter Daniher Financial Advisory
Ohio
$406K -$77.6K -229 -16%
EWP
2405
E-Wealth Partners
Minnesota
$405K +$416K +1,228 New
HNWAG
2406
High Net Worth Advisory Group
Florida
$405K +$34.2K +101 +9%
MSCM
2407
McElhenny Sheffield Capital Management
Texas
$405K +$8.47K +25 +2%
ODFS
2408
O'Donnell Financial Services
California
$404K -$39.6K -117 -9%
CG
2409
Cynosure Group
Utah
$403K -$92.9K -274 -18%
AFM
2410
Aspetuck Financial Management
Connecticut
$402K
FFS
2411
Fortress Financial Solutions
Arizona
$402K +$27.8K +82 +7%
AWM
2412
Athena Wealth Management
Nevada
$402K +$412K +1,217 New
IWP
2413
Invenio Wealth Partners
Florida
$401K -$130K -384 -24%
AM
2414
Atwater Malick
Pennsylvania
$401K +$4.74K +14 +1%
LEA
2415
Legacy Edge Advisors
New York
$401K +$411K +1,214 New
KWMG
2416
King Wealth Management Group
Florida
$400K -$16.9K -50 -4%
EA
2417
Emerald Advisors
Washington
$400K +$66.1K +195 +19%
SA
2418
SRH Advisors
Kansas
$400K +$73.9K +218 +22%
BWCS
2419
Beirne Wealth Consulting Services
Connecticut
$399K -$1.83M -5,393 -82%
LWL
2420
Leo Wealth LLC
Texas
$398K +$47.4K +140 +13%
AWM
2421
Arista Wealth Management
Nevada
$397K +$408K +1,204 New
FFA
2422
Fi3 Financial Advisors
Indiana
$397K -$46.4K -137 -10%
CWMG
2423
Compass Wealth Management (Georgia)
Georgia
$396K
MAM
2424
Martingale Asset Management
Massachusetts
$396K -$6.78K -20 -2%
Polen Capital Management
2425
Polen Capital Management
Florida
$395K -$96.9K -286 -19%