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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
USWIA
2451
UP Strategic Wealth Investment Advisors
Pennsylvania
$383K -$519K -1,532 -53%
MIM
2452
Macroview Investment Management
Maryland
$383K -$7.46K -22 -2%
CCM
2453
Canal Capital Management
Virginia
$382K -$46.1K -136 -11%
FNA
2454
First National Advisers
Nebraska
$381K -$334K -987 -46%
EWA
2455
Evolution Wealth Advisors
Florida
$381K -$3.39K -10 -0.9%
G
2456
GenTrust
Florida
$381K -$25.4K -75 -6%
DS
2457
DRW Securities
Illinois
$381K +$391K +1,153 New
NL
2458
Navalign LLC
California
$379K
BW
2459
Balance Wealth
Ohio
$379K -$36.6K -108 -9%
AGWCA
2460
Annis Gardner Whiting Capital Advisors
Florida
$378K -$18.3K -54 -5%
BA
2461
Ballast Advisors
Minnesota
$377K +$41K +121 +12%
BP
2462
BCK Partners
New York
$377K -$35.6K -105 -8%
LIA
2463
LBMC Investment Advisors
Tennessee
$376K +$6.78K +20 +2%
SFG
2464
Sunburst Financial Group
Alabama
$376K -$13.6K -40 -3%
NWAG
2465
Net Worth Advisory Group
Utah
$375K -$43.4K -128 -10%
FWP
2466
Forefront Wealth Partners
Texas
$375K -$396K -1,169 -51%
AG
2467
AmeriFlex Group
Nevada
$375K -$373K -1,101 -49%
BBNB
2468
Baker Boyer National Bank
Washington
$375K +$339 +1 +0.1%
MA
2469
Maxele Advisors
Missouri
$375K -$10.2K -30 -3%
JAG
2470
Journey Advisory Group
Kentucky
$375K +$385K +1,135 New
IIA
2471
Integral Investment Advisors
California
$375K +$49.1K +145 +15%
PSCM
2472
Per Stirling Capital Management
Texas
$374K +$384K +1,132 New
PA
2473
PSI Advisors
Florida
$372K +$28.8K +85 +8%
HIS
2474
Harvest Investment Services
Illinois
$372K +$382K +1,127 New
BF
2475
bLong Financial
Tennessee
$371K -$41K -121 -10%