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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
PWM
2576
PBMares Wealth Management
Virginia
$302K
SWA
2577
Sax Wealth Advisors
New Jersey
$302K
KFC
2578
Klingenstein Fields & Co
New York
$301K
SNBOSD
2579
Security National Bank of So Dak
Iowa
$301K
LODC
2580
Lanham O'Dell & Company
West Virginia
$300K
OCG
2581
Opus Capital Group
Ohio
$300K
FTA
2582
Financial & Tax Architects
Missouri
$300K
GA
2583
GSG Advisors
New Jersey
$299K
CFP
2584
Cypress Financial Planning
New Jersey
$298K
BSTWA
2585
Blake Schutter Theil Wealth Advisors
Ohio
$298K
HP
2586
HealthInvest Partners
Sweden
$298K
EFG
2587
Elm3 Financial Group
Georgia
$298K
MWS
2588
MFA Wealth Services
California
$298K
GWAM
2589
Guardian Wealth Advisors (Minnesota)
Minnesota
$297K
KLI
2590
Kelman-Lazarov Inc
Tennessee
$297K
FFC
2591
Frederick Financial Consultants
Maryland
$297K
WTA
2592
Washington Trust Advisors
Massachusetts
$296K
TPW
2593
Transatlantique Private Wealth
New York
$296K
4WM
2594
49 Wealth Management
Texas
$296K
RCA
2595
Runnymede Capital Advisors
Ohio
$294K
SI
2596
Seeds Investor
New York
$294K
MAM
2597
Mainsail Asset Management
Alabama
$294K
HC
2598
Hoese & Co
Minnesota
$293K
BWL
2599
Bogart Wealth LLC
Virginia
$293K
FFA
2600
Frazier Financial Advisors
Ohio
$293K