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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
MWS
2576
MFA Wealth Services
California
$298K
GWAM
2577
Guardian Wealth Advisors (Minnesota)
Minnesota
$297K
KLI
2578
Kelman-Lazarov Inc
Tennessee
$297K
FFC
2579
Frederick Financial Consultants
Maryland
$297K
WTA
2580
Washington Trust Advisors
Massachusetts
$296K
TPW
2581
Transatlantique Private Wealth
New York
$296K
4WM
2582
49 Wealth Management
Texas
$296K
RCA
2583
Runnymede Capital Advisors
Ohio
$294K
SI
2584
Seeds Investor
New York
$294K
MAM
2585
Mainsail Asset Management
Alabama
$294K
HC
2586
Hoese & Co
Minnesota
$293K
BWL
2587
Bogart Wealth LLC
Virginia
$293K
FFA
2588
Frazier Financial Advisors
Ohio
$293K
BHIA
2589
Birch Hill Investment Advisors
Massachusetts
$293K
SMA
2590
Seven Mile Advisory
New Jersey
$293K
RW
2591
Rede Wealth
Virginia
$293K
EBA
2592
Eagle Bay Advisors
New York
$293K
GAM
2593
Gould Asset Management
California
$293K
CWM
2594
Cherrydale Wealth Management
New Jersey
$292K
GMFG
2595
Greater Midwest Financial Group
Minnesota
$292K
SC
2596
SummitTX Capital
Texas
$292K
BAS
2597
Breakthru Advisory Services
Wisconsin
$292K
RA
2598
Ransom Advisory
Rhode Island
$292K
IA
2599
Insight Advisors
Pennsylvania
$291K
SFP
2600
Shepherd Financial Partners
Massachusetts
$291K