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UnitedHealth

3,110 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 334 funds opening new positions, 1,250 increasing their positions, 1,303 reducing their positions, and 296 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: $ → $

4% less repeat investments, than reductions

Existing positions increased: 1,250 | Existing positions reduced: 1,303

1% less funds holding

Funds holding: 3,1473,110 (-37)

4.18% less ownership

Funds ownership: 85.04%80.86% (-4.2%)

Holders
3,110
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
DWM
2501
Darwin Wealth Management
Florida
$326K
BAM
2502
Brave Asset Management
New Jersey
$326K
BSAM
2503
Blue Square Asset Management
New York
$324K
SWRP
2504
Summit Wealth & Retirement Planning
California
$324K
II
2505
Impact Investors
California
$323K
WSC
2506
Wellington Shields & Co
New York
$323K
PCM
2507
Perritt Capital Management
Illinois
$323K
LWP
2508
LeClair Wealth Partners
Ohio
$322K
SPFA
2509
Summit Place Financial Advisors
New Jersey
$322K
RWI
2510
Red Wave Investments
Pennsylvania
$320K
AWA
2511
ARQ Wealth Advisors
Arizona
$320K
PSP
2512
Principal Street Partners
Tennessee
$320K
SFC
2513
Swisher Financial Concepts
Ohio
$319K
NECFA
2514
New England Capital Financial Advisors
Connecticut
$319K
SCM
2515
Silvant Capital Management
Georgia
$318K
MWM
2516
MOKAN Wealth Management
Kansas
$318K
MC
2517
Matisse Capital
Oregon
$317K
LI
2518
Lafayette Investments
Maryland
$317K
OP
2519
ORG Partners
Indiana
$316K
SDAM
2520
Shulman DeMeo Asset Management
New York
$316K
CFP
2521
Curran Financial Partners
South Carolina
$316K
HWM
2522
Hemington Wealth Management
Virginia
$316K
CFD
2523
Creative Financial Designs
Indiana
$316K
HBS
2524
Howard Bailey Securities
Indiana
$315K
GTAM
2525
Global Trust Asset Management
Florida
$314K