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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
CA
2551
Carson Advisory
Georgia
$306K
TIA
2552
Tandem Investment Advisors
South Carolina
$305K
TGAM
2553
TBH Global Asset Management
Tennessee
$305K
BP
2554
BBR Partners
New York
$305K
CWA
2555
Capital Wealth Alliance
Arizona
$305K
BM
2556
Berman McAleer
Maryland
$305K
CPC
2557
Consolidated Planning Corp
Georgia
$305K
3F
2558
360 Financial
Minnesota
$304K
FDP
2559
Financiere des Professionnels
Quebec, Canada
$304K
WIM
2560
Warwick Investment Management
Texas
$304K
LSC
2561
Lesa Sroufe & Co
Washington
$303K
CF
2562
Convergence Financial
Missouri
$303K
PSIWM
2563
Paradigm Strategies in Wealth Management
Minnesota
$302K
PWM
2564
PBMares Wealth Management
Virginia
$302K
SWA
2565
Sax Wealth Advisors
New Jersey
$302K
KFC
2566
Klingenstein Fields & Co
New York
$301K
SNBOSD
2567
Security National Bank of So Dak
Iowa
$301K
LODC
2568
Lanham O'Dell & Company
West Virginia
$300K
OCG
2569
Opus Capital Group
Ohio
$300K
FTA
2570
Financial & Tax Architects
Missouri
$300K
GA
2571
GSG Advisors
New Jersey
$299K
CFP
2572
Cypress Financial Planning
New Jersey
$298K
BSTWA
2573
Blake Schutter Theil Wealth Advisors
Ohio
$298K
HP
2574
HealthInvest Partners
Sweden
$298K
EFG
2575
Elm3 Financial Group
Georgia
$298K