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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
AWA
2426
AGH Wealth Advisors
Kansas
$395K -$136K -400 -25%
GBWM
2427
Granite Bay Wealth Management
New Hampshire
$395K +$406K +1,197 New
PA
2428
Persium Advisors
Georgia
$395K -$333K -982 -45%
WRPWM
2429
Werba Rubin Papier Wealth Management
California
$395K +$125K +368 +44%
OFW
2430
Omnia Family Wealth
Florida
$392K +$8.13K +24 +2%
HAIM
2431
Hunter Associates Investment Management
Pennsylvania
$392K +$2.37K +7 +0.6%
EBSAM
2432
Eubel Brady & Suttman Asset Management
Ohio
$392K +$7.46K +22 +2%
CIA
2433
Caerus Investment Advisors
Texas
$392K -$163K -482 -29%
MW
2434
Members Wealth
Pennsylvania
$391K -$325K -958 -46%
TSMHT
2435
Thurston Springer Miller Herd & Titak
Indiana
$391K +$227K +669 +130%
WSA
2436
Wealth Science Advisors
Georgia
$390K +$401K +1,182 New
IRC
2437
Investors Research Corp
Georgia
$390K -$5.42K -16 -1%
MSWM
2438
McGlone Suttner Wealth Management
Wisconsin
$389K -$175K -516 -30%
WP
2439
WealthPLAN Partners
Nebraska
$389K +$399K +1,178 New
OA
2440
Oasis Advisors
Iowa
$388K +$399K +1,177 New
JWM
2441
Jeppson Wealth Management
California
$388K -$8.47K -25 -2%
ACM
2442
Armbruster Capital Management
New York
$388K
KC
2443
Karras Company
Utah
$388K +$398K +1,175 New
CFFP
2444
Center for Financial Planning
Michigan
$388K -$80.3K -237 -17%
MCWS
2445
McKinley Carter Wealth Services
West Virginia
$386K -$187K -553 -32%
MWA
2446
MN Wealth Advisors
Kansas
$385K +$23.7K +70 +6%
CFS
2447
Commonwealth Financial Services
West Virginia
$384K -$42.7K -126 -10%
COCM
2448
Charter Oak Capital Management
New Hampshire
$384K -$37.3K -110 -9%
WAM
2449
Worth Asset Management
Texas
$384K -$22K -65 -5%
NFA
2450
Northern Financial Advisors
Michigan
$384K -$216K -637 -35%