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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
WFMPM
2601
Woodley Farra Manion Portfolio Management
Indiana
$290K
ANBOT
2602
American National Bank of Texas
Texas
$290K
CIG
2603
Cairn Investment Group
Washington
$290K
RG
2604
Renaissance Group
Kentucky
$289K
LC
2605
Lavaca Capital
Texas
$289K
ADMI
2606
Albert D. Mason Inc
Massachusetts
$289K
SP
2607
Symmetry Partners
Connecticut
$289K
PCA
2608
PMV Capital Advisers
Texas
$288K
PIM
2609
Platinum Investment Management
Australia
$288K
HWM
2610
Horizon Wealth Management
Illinois
$287K
SCA
2611
Stillwater Capital Advisors
Pennsylvania
$287K
WWG
2612
West Wealth Group
California
$287K
HPM
2613
Hoxton Planning & Management
West Virginia
$286K
CCM
2614
Copeland Capital Management
Pennsylvania
$286K
WRPWM
2615
Werba Rubin Papier Wealth Management
California
$286K
SPWM
2616
Spartan Planning & Wealth Management
North Carolina
$285K
RFA
2617
ROI Financial Advisors
Oregon
$283K
MWP
2618
Meridian Wealth Partners
Pennsylvania
$282K
TA
2619
Tactive Advisors
Florida
$281K
EPP
2620
ETF Portfolio Partners
Kansas
$280K
ISFAN
2621
Investor's Fiduciary Advisor Network
Washington
$280K
AWA
2622
Aletheian Wealth Advisors
Washington
$280K
MIM
2623
MTM Investment Management
South Carolina
$280K
LIA
2624
Limestone Investment Advisors
New York
$279K
MCI
2625
MRP Capital Investments
Georgia
$279K