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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
WIM
2651
WealthPlan Investment Management
Nebraska
$261K
CG
2652
Clarus Group
Texas
$261K
KCFA
2653
Key Client Fiduciary Advisors
New Jersey
$261K
MP
2654
Moment Partners
California
$261K
AWMG
2655
Alliance Wealth Management Group
New Jersey
$261K
KC
2656
Kinloch Capital
Virginia
$260K
BWFA
2657
Baltimore-Washington Financial Advisors
Maryland
$259K
CF
2658
Clarity Financial
Texas
$259K
VIP
2659
Vista Investment Partners
Oklahoma
$259K
WIA
2660
Wetzel Investment Advisors
Indiana
$259K
BTD
2661
BankPlus Trust Department
Mississippi
$258K
EWS
2662
Evergreen Wealth Solutions
Pennsylvania
$258K
WKSWA
2663
White Knight Strategic Wealth Advisors
New Jersey
$257K
MAA
2664
Matrix Asset Advisors
New York
$257K
FCB
2665
First County Bank
Connecticut
$257K
SF
2666
Seros Financial
Arizona
$256K
RLIM
2667
Red Lighthouse Investment Management
New York
$256K
BRM
2668
Boston Research & Management
Massachusetts
$255K
WPW
2669
Watershed Private Wealth
Illinois
$255K
CWM
2670
CCG Wealth Management
California
$254K
PCM
2671
Permanent Capital Management
Illinois
$252K
LSA
2672
Lion Street Advisors
Texas
$252K
CL
2673
CVFG LLC
Indiana
$252K
TBT
2674
Texas Bank & Trust
Texas
$252K
PM
2675
Pembroke Management
Quebec, Canada
$252K