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UnitedHealth

3,104 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 335 funds opening new positions, 1,248 increasing their positions, 1,298 reducing their positions, and 295 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: 1,248 | Existing positions reduced: 1,298

1% less funds holding

Funds holding: 3,1463,104 (-42)

4.19% less ownership

Funds ownership: 85.04%80.85% (-4.2%)

Holders
3,104
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
98
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
WRPWM
2601
Werba Rubin Papier Wealth Management
California
$286K
SPWM
2602
Spartan Planning & Wealth Management
North Carolina
$285K
RFA
2603
ROI Financial Advisors
Oregon
$283K
MWP
2604
Meridian Wealth Partners
Pennsylvania
$282K
TA
2605
Tactive Advisors
Florida
$281K
EPP
2606
ETF Portfolio Partners
Kansas
$280K
ISFAN
2607
Investor's Fiduciary Advisor Network
Washington
$280K
AWA
2608
Aletheian Wealth Advisors
Washington
$280K
MIM
2609
MTM Investment Management
South Carolina
$280K
LIA
2610
Limestone Investment Advisors
New York
$279K
MCI
2611
MRP Capital Investments
Georgia
$279K
WFA
2612
WJ Financial Advisors
Connecticut
$279K
MWA
2613
Motive Wealth Advisors
Michigan
$279K
LBC
2614
Leigh Baldwin & Co
New York
$278K
GFPC
2615
Global Financial Private Client
Florida
$278K
FC
2616
Financial Council
Maryland
$278K
DWM
2617
Dynasty Wealth Management
Florida
$278K
RCM
2618
Raleigh Capital Management
North Carolina
$278K
CHA
2619
Cooper/Haims Advisors
New York
$278K
BGAI
2620
Bruce G. Allen Investments
Colorado
$278K
ML
2621
Mayport LLC
Massachusetts
$278K
PAS
2622
PKS Advisory Services
New York
$277K
AW
2623
Alteri Wealth
California
$277K
CWM
2624
Challenger Wealth Management
California
$277K
CFA
2625
Capstone Financial Advisors
Illinois
$276K