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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
FFO
2501
Fiduciary Family Office
Florida
$327K
TWM
2502
TriaGen Wealth Management
California
$327K
SEP
2503
Southland Equity Partners
Missouri
$327K
SI
2504
Stonekeep Investments
New Mexico
$327K
VST
2505
Van Strum & Towne
California
$326K
HA
2506
Heartland Advisors
Wisconsin
$326K
PPWM
2507
PFG Private Wealth Management
Florida
$326K
IWS
2508
Integrity Wealth Solutions
Colorado
$326K
DWM
2509
Darwin Wealth Management
Florida
$326K
BAM
2510
Brave Asset Management
New Jersey
$326K
BSAM
2511
Blue Square Asset Management
New York
$324K
SWRP
2512
Summit Wealth & Retirement Planning
California
$324K
II
2513
Impact Investors
California
$323K
WSC
2514
Wellington Shields & Co
New York
$323K
PCM
2515
Perritt Capital Management
Illinois
$323K
LWP
2516
LeClair Wealth Partners
Ohio
$322K
SPFA
2517
Summit Place Financial Advisors
New Jersey
$322K
RWI
2518
Red Wave Investments
Pennsylvania
$320K
AWA
2519
ARQ Wealth Advisors
Arizona
$320K
PSP
2520
Principal Street Partners
Tennessee
$320K
SFC
2521
Swisher Financial Concepts
Ohio
$319K
NECFA
2522
New England Capital Financial Advisors
Connecticut
$319K
SCM
2523
Silvant Capital Management
Georgia
$318K
MWM
2524
MOKAN Wealth Management
Kansas
$318K
MC
2525
Matisse Capital
Oregon
$317K