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UnitedHealth

3,141 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 332 funds opening new positions, 1,268 increasing their positions, 1,316 reducing their positions, and 297 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: 3,1603,141 (-19)

4% less repeat investments, than reductions

Existing positions increased: 1,268 | Existing positions reduced: 1,316

4.24% less ownership

Funds ownership: 85.2%80.96% (-4.2%)

Holders
3,141
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 +$2.21B
2 +$1.04B
3 +$528M
4
SG Americas Securities
SG Americas Securities
New York
+$435M
5
Bessemer Group
Bessemer Group
New Jersey
+$333M

Top Sellers

1 -$2.33B
2 -$1.14B
3 -$941M
4
AL
Appaloosa LP
New Jersey
-$679M
5
ClearBridge Investments
ClearBridge Investments
New York
-$615M
Name Holding Trade Value Shares
Change
Change in
Stake
MFC
2501
Mechanics Financial Corp
Ohio
$338K
WGC
2502
Watts Gwilliam & Co
Arizona
$333K
SCG
2503
Sonata Capital Group
Washington
$333K
AA
2504
Auxano Advisors
Washington
$333K
FF
2505
Francis Financial
$331K
HFS
2506
Heritage Financial Services
Massachusetts
$331K
KPWG
2507
KFA Private Wealth Group
Virginia
$331K
EWS
2508
Eagle Wealth Strategies
New Jersey
$331K
MFG
2509
Midwest Financial Group
Kansas
$331K
LWM
2510
LongView Wealth Management
Georgia
$330K
FCMC
2511
Founders Capital Management (Connecticut)
Connecticut
$329K
ASG
2512
Ariston Services Group
California
$329K
HBS
2513
Howard Bailey Securities
Indiana
$328K
FFO
2514
Fiduciary Family Office
Florida
$327K
TWM
2515
TriaGen Wealth Management
California
$327K
SEP
2516
Southland Equity Partners
Missouri
$327K
SI
2517
Stonekeep Investments
New Mexico
$327K
VST
2518
Van Strum & Towne
California
$326K
HA
2519
Heartland Advisors
Wisconsin
$326K
PPWM
2520
PFG Private Wealth Management
Florida
$326K
IWS
2521
Integrity Wealth Solutions
Colorado
$326K
DWM
2522
Darwin Wealth Management
Florida
$326K
BAM
2523
Brave Asset Management
New Jersey
$326K
BSAM
2524
Blue Square Asset Management
New York
$324K
SWRP
2525
Summit Wealth & Retirement Planning
California
$324K