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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
IG
2626
IFS Group
Pennsylvania
$275K
BWP
2627
Bernardo Wealth Planning
Pennsylvania
$274K
CTWM
2628
Cherry Tree Wealth Management
Minnesota
$273K
AA
2629
Addison Advisors
Vermont
$273K
RAG
2630
RIA Advisory Group
Iowa
$271K
VT
2631
Volterra Technologies
New York
$271K
PRP
2632
Peak Retirement Planning
Ohio
$270K
HBCM
2633
Heron Bay Capital Management
Michigan
$268K
PAG
2634
Private Advisory Group
Washington
$267K
CCM
2635
Crabel Capital Management
California
$267K
LGG
2636
Luts & Greenleigh Group
Maryland
$267K
BWG
2637
Berry Wealth Group
Texas
$267K
BFA
2638
Bill Few Associates
Pennsylvania
$266K
MAM
2639
MMA Asset Management
Pennsylvania
$266K
TCM
2640
Towercrest Capital Management
Pennsylvania
$266K
IAMOG
2641
Investors Asset Management of Georgia
Georgia
$266K
PWM
2642
Purus Wealth Management
California
$265K
PWA
2643
Physician Wealth Advisors
Utah
$265K
MFG
2644
Mustico Financial Group
New York
$264K
GIP
2645
Greatmark Investment Partners
Georgia
$264K
EMAM
2646
Encompass More Asset Management
California
$263K
SAA
2647
Southeast Asset Advisors
Georgia
$262K
CNTOF
2648
Canandaigua National Trust of Florida
New York
$262K
RAM
2649
RWC Asset Management
United Kingdom
$262K
WF
2650
Whelan Financial
California
$262K