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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
4WM
2701
4J Wealth Management
Virginia
$248K
PHWM
2702
Pine Harbor Wealth Management
Maryland
$247K
CCM
2703
Check Capital Management
California
$247K
UWP
2704
Uniting Wealth Partners
Kansas
$247K
HCWM
2705
Hidden Cove Wealth Management
Washington
$247K
BAM
2706
Blueshift Asset Management
New Jersey
$246K
RMC
2707
Ring Mountain Capital
California
$246K
FFBTD
2708
First Financial Bank - Trust Division
Ohio
$246K
MEG
2709
Millstone Evans Group
Colorado
$246K
LAM
2710
Lifestyle Asset Management
Texas
$246K
FCIM
2711
Fairview Capital Investment Management
California
$245K
BBA
2712
Braun-Bostich & Associates
Pennsylvania
$245K
WW
2713
Windle Wealth
Oklahoma
$245K
WDG
2714
Wealth Dimensions Group
Ohio
$244K
RWP
2715
Ridgecrest Wealth Partners
California
$244K
HDIM
2716
Hanson & Doremus Investment Management
Vermont
$244K
IDA
2717
Intelligence Driven Advisers
California
$244K
BWM
2718
Birchcreek Wealth Management
Ohio
$243K
AWAU
2719
Alliance Wealth Advisors (Utah)
Utah
$243K
CAM
2720
Cozad Asset Management
Illinois
$242K
DWP
2721
Destiny Wealth Partners
Florida
$242K
HWA
2722
HMV Wealth Advisors
Louisiana
$242K
TCA
2723
Trifecta Capital Advisors
Illinois
$241K
CFAM
2724
Center For Asset Management
Florida
$241K
AFG
2725
Allegheny Financial Group
Pennsylvania
$241K