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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
EWS
2676
Evergreen Wealth Solutions
Pennsylvania
$258K
WKSWA
2677
White Knight Strategic Wealth Advisors
New Jersey
$257K
MAA
2678
Matrix Asset Advisors
New York
$257K
FCB
2679
First County Bank
Connecticut
$257K
SF
2680
Seros Financial
Arizona
$256K
RLIM
2681
Red Lighthouse Investment Management
New York
$256K
BRM
2682
Boston Research & Management
Massachusetts
$255K
WPW
2683
Watershed Private Wealth
Illinois
$255K
CWM
2684
CCG Wealth Management
California
$254K
PCM
2685
Permanent Capital Management
Illinois
$252K
LSA
2686
Lion Street Advisors
Texas
$252K
CL
2687
CVFG LLC
Indiana
$252K
TBT
2688
Texas Bank & Trust
Texas
$252K
PM
2689
Pembroke Management
Quebec, Canada
$252K
EB
2690
Exchange Bank
California
$251K
LIA
2691
Lynx Investment Advisory
District of Columbia
$251K
GC
2692
Grange Capital
Oregon
$251K
TA
2693
TruWealth Advisors
Louisiana
$250K
CC
2694
Chicago Capital
Illinois
$250K
HWM
2695
HighMark Wealth Management
Minnesota
$249K
LWMI
2696
Legacy Wealth Management (Idaho)
Idaho
$249K
TW
2697
Traveka Wealth
California
$249K
PTC
2698
Philadelphia Trust Company
Pennsylvania
$249K
TF
2699
Threadgill Financial
Texas
$249K
CPC
2700
Cookson Peirce & Co
Pennsylvania
$249K