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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
RWP
2701
Ridgecrest Wealth Partners
California
$244K
HDIM
2702
Hanson & Doremus Investment Management
Vermont
$244K
IDA
2703
Intelligence Driven Advisers
California
$244K
BWM
2704
Birchcreek Wealth Management
Ohio
$243K
AWAU
2705
Alliance Wealth Advisors (Utah)
Utah
$243K
CAM
2706
Cozad Asset Management
Illinois
$242K
DWP
2707
Destiny Wealth Partners
Florida
$242K
HWA
2708
HMV Wealth Advisors
Louisiana
$242K
TCA
2709
Trifecta Capital Advisors
Illinois
$241K
CFAM
2710
Center For Asset Management
Florida
$241K
AFG
2711
Allegheny Financial Group
Pennsylvania
$241K
AIA
2712
Accelerate Investment Advisors
California
$241K
SL
2713
Summitry LLC
California
$239K
SWA
2714
SOA Wealth Advisors
New York
$239K
WN
2715
Williams & Novak
California
$239K
BSSFA
2716
Baron Silver Stevens Financial Advisors
Florida
$239K
TF
2717
Trek Financial
Arizona
$239K
AWM
2718
Ariadne Wealth Management
California
$239K
FA
2719
FDx Advisors
Illinois
$238K
AFM
2720
Abbot Financial Management
Massachusetts
$237K
SC
2721
Seldon Capital
California
$237K
WW
2722
Westshore Wealth
California
$237K
CFA
2723
CWS Financial Advisors
Michigan
$236K
AFAS
2724
Acorn Financial Advisory Services
Virginia
$236K
AIA
2725
Allied Investment Advisors
Montana
$236K