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UnitedHealth

3,122 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 333 funds opening new positions, 1,255 increasing their positions, 1,308 reducing their positions, and 298 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 3,1533,122 (-31)

4% less repeat investments, than reductions

Existing positions increased: 1,255 | Existing positions reduced: 1,308

4.25% less ownership

Funds ownership: 85.14%80.88% (-4.3%)

Holders
3,122
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
99
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.6B
Puts
$20.7B
Net Calls
Net Calls Change

Top Buyers

1 +$2.52B
2 +$1.19B
3 +$603M
4
SG Americas Securities
SG Americas Securities
New York
+$497M
5
Bessemer Group
Bessemer Group
New Jersey
+$380M

Top Sellers

1 -$2.66B
2 -$1.3B
3 -$1.07B
4
AL
Appaloosa LP
New Jersey
-$776M
5
ClearBridge Investments
ClearBridge Investments
New York
-$702M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
2476
SRH Advisors
Kansas
$343K
LA
2477
Legacy Advisors
Pennsylvania
$343K
BCG
2478
BayBridge Capital Group
California
$342K
IIA
2479
Integral Investment Advisors
California
$342K
DWM
2480
Destination Wealth Management
California
$341K
PKC
2481
Palmer Knight Company
Florida
$340K
FBFS
2482
First Business Financial Services
Wisconsin
$340K
WB
2483
Webster Bank
Connecticut
$340K
SFB
2484
STAR Financial Bank
Indiana
$340K
GSIAS
2485
Garden State Investment Advisory Services
New Jersey
$339K
MFF
2486
Michels Family Financial
Texas
$339K
JWS
2487
Juncture Wealth Strategies
Arizona
$339K
CSC
2488
Caldwell Sutter Capital
California
$338K
MFC
2489
Mechanics Financial Corp
Ohio
$338K
WGC
2490
Watts Gwilliam & Co
Arizona
$333K
SCG
2491
Sonata Capital Group
Washington
$333K
AA
2492
Auxano Advisors
Washington
$333K
FF
2493
Francis Financial
$331K
HFS
2494
Heritage Financial Services
Massachusetts
$331K
KPWG
2495
KFA Private Wealth Group
Virginia
$331K
EWS
2496
Eagle Wealth Strategies
New Jersey
$331K
MFG
2497
Midwest Financial Group
Kansas
$331K
LWM
2498
LongView Wealth Management
Georgia
$330K
FCMC
2499
Founders Capital Management (Connecticut)
Connecticut
$329K
ASG
2500
Ariston Services Group
California
$329K