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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
PM
2701
Pembroke Management
Quebec, Canada
$252K
EB
2702
Exchange Bank
California
$251K
LIA
2703
Lynx Investment Advisory
District of Columbia
$251K
GC
2704
Grange Capital
Oregon
$251K
TA
2705
TruWealth Advisors
Louisiana
$250K
CC
2706
Chicago Capital
Illinois
$250K
HWM
2707
HighMark Wealth Management
Minnesota
$249K
LWMI
2708
Legacy Wealth Management (Idaho)
Idaho
$249K
TW
2709
Traveka Wealth
California
$249K
PTC
2710
Philadelphia Trust Company
Pennsylvania
$249K
TF
2711
Threadgill Financial
Texas
$249K
CPC
2712
Cookson Peirce & Co
Pennsylvania
$249K
4WM
2713
4J Wealth Management
Virginia
$248K
WSFG
2714
Wall Street Financial Group
Illinois
$247K
PHWM
2715
Pine Harbor Wealth Management
Maryland
$247K
UWP
2716
Uniting Wealth Partners
Kansas
$247K
CCM
2717
Check Capital Management
California
$247K
HCWM
2718
Hidden Cove Wealth Management
Washington
$247K
BAM
2719
Blueshift Asset Management
New Jersey
$246K
RMC
2720
Ring Mountain Capital
California
$246K
FFBTD
2721
First Financial Bank - Trust Division
Ohio
$246K
MEG
2722
Millstone Evans Group
Colorado
$246K
LAM
2723
Lifestyle Asset Management
Texas
$246K
FCIM
2724
Fairview Capital Investment Management
California
$245K
BBA
2725
Braun-Bostich & Associates
Pennsylvania
$245K