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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
FDP
2551
Financiere des Professionnels
Quebec, Canada
$304K
WIM
2552
Warwick Investment Management
Texas
$304K
LSC
2553
Lesa Sroufe & Co
Washington
$303K
CF
2554
Convergence Financial
Missouri
$303K
PSIWM
2555
Paradigm Strategies in Wealth Management
Minnesota
$302K
PWM
2556
PBMares Wealth Management
Virginia
$302K
SWA
2557
Sax Wealth Advisors
New Jersey
$302K
KFC
2558
Klingenstein Fields & Co
New York
$301K
SNBOSD
2559
Security National Bank of So Dak
Iowa
$301K
LODC
2560
Lanham O'Dell & Company
West Virginia
$300K
OCG
2561
Opus Capital Group
Ohio
$300K
FTA
2562
Financial & Tax Architects
Missouri
$300K
GA
2563
GSG Advisors
New Jersey
$299K
CFP
2564
Cypress Financial Planning
New Jersey
$298K
BSTWA
2565
Blake Schutter Theil Wealth Advisors
Ohio
$298K
HP
2566
HealthInvest Partners
Sweden
$298K
EFG
2567
Elm3 Financial Group
Georgia
$298K
MWS
2568
MFA Wealth Services
California
$298K
GWAM
2569
Guardian Wealth Advisors (Minnesota)
Minnesota
$297K
KLI
2570
Kelman-Lazarov Inc
Tennessee
$297K
FFC
2571
Frederick Financial Consultants
Maryland
$297K
WTA
2572
Washington Trust Advisors
Massachusetts
$296K
TPW
2573
Transatlantique Private Wealth
New York
$296K
4WM
2574
49 Wealth Management
Texas
$296K
RCA
2575
Runnymede Capital Advisors
Ohio
$294K