UNH icon

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
WFA
2626
WJ Financial Advisors
Connecticut
$279K
MWA
2627
Motive Wealth Advisors
Michigan
$279K
LBC
2628
Leigh Baldwin & Co
New York
$278K
GFPC
2629
Global Financial Private Client
Florida
$278K
FC
2630
Financial Council
Maryland
$278K
DWM
2631
Dynasty Wealth Management
Florida
$278K
RCM
2632
Raleigh Capital Management
North Carolina
$278K
CHA
2633
Cooper/Haims Advisors
New York
$278K
BGAI
2634
Bruce G. Allen Investments
Colorado
$278K
ML
2635
Mayport LLC
Massachusetts
$278K
PAS
2636
PKS Advisory Services
New York
$277K
AW
2637
Alteri Wealth
California
$277K
CWM
2638
Challenger Wealth Management
California
$277K
CFA
2639
Capstone Financial Advisors
Illinois
$276K
IG
2640
IFS Group
Pennsylvania
$275K
BWP
2641
Bernardo Wealth Planning
Pennsylvania
$274K
CTWM
2642
Cherry Tree Wealth Management
Minnesota
$273K
AA
2643
Addison Advisors
Vermont
$273K
RAG
2644
RIA Advisory Group
Iowa
$271K
VT
2645
Volterra Technologies
New York
$271K
PRP
2646
Peak Retirement Planning
Ohio
$270K
HBCM
2647
Heron Bay Capital Management
Michigan
$268K
PAG
2648
Private Advisory Group
Washington
$267K
CCM
2649
Crabel Capital Management
California
$267K
LGG
2650
Luts & Greenleigh Group
Maryland
$267K