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UnitedHealth

3,141 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 332 funds opening new positions, 1,268 increasing their positions, 1,316 reducing their positions, and 297 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: 3,1603,141 (-19)

4% less repeat investments, than reductions

Existing positions increased: 1,268 | Existing positions reduced: 1,316

4.24% less ownership

Funds ownership: 85.2%80.96% (-4.2%)

Holders
3,141
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 +$2.21B
2 +$1.04B
3 +$528M
4
SG Americas Securities
SG Americas Securities
New York
+$435M
5
Bessemer Group
Bessemer Group
New Jersey
+$333M

Top Sellers

1 -$2.33B
2 -$1.14B
3 -$941M
4
AL
Appaloosa LP
New Jersey
-$679M
5
ClearBridge Investments
ClearBridge Investments
New York
-$615M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
2651
Capstone Financial Advisors
Illinois
$276K
IG
2652
IFS Group
Pennsylvania
$275K
BWP
2653
Bernardo Wealth Planning
Pennsylvania
$274K
CTWM
2654
Cherry Tree Wealth Management
Minnesota
$273K
AA
2655
Addison Advisors
Vermont
$273K
RAG
2656
RIA Advisory Group
Iowa
$271K
VT
2657
Volterra Technologies
New York
$271K
PRP
2658
Peak Retirement Planning
Ohio
$270K
HBCM
2659
Heron Bay Capital Management
Michigan
$268K
PAG
2660
Private Advisory Group
Washington
$267K
CCM
2661
Crabel Capital Management
California
$267K
LGG
2662
Luts & Greenleigh Group
Maryland
$267K
BWG
2663
Berry Wealth Group
Texas
$267K
BFA
2664
Bill Few Associates
Pennsylvania
$266K
MAM
2665
MMA Asset Management
Pennsylvania
$266K
TCM
2666
Towercrest Capital Management
Pennsylvania
$266K
IAMOG
2667
Investors Asset Management of Georgia
Georgia
$266K
PWM
2668
Purus Wealth Management
California
$265K
PWA
2669
Physician Wealth Advisors
Utah
$265K
MFG
2670
Mustico Financial Group
New York
$264K
GIP
2671
Greatmark Investment Partners
Georgia
$264K
EMAM
2672
Encompass More Asset Management
California
$263K
SAA
2673
Southeast Asset Advisors
Georgia
$262K
CNTOF
2674
Canandaigua National Trust of Florida
New York
$262K
RAM
2675
RWC Asset Management
United Kingdom
$262K