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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
WW
2726
Windle Wealth
Oklahoma
$245K
WDG
2727
Wealth Dimensions Group
Ohio
$244K
RWP
2728
Ridgecrest Wealth Partners
California
$244K
HDIM
2729
Hanson & Doremus Investment Management
Vermont
$244K
IDA
2730
Intelligence Driven Advisers
California
$244K
BWM
2731
Birchcreek Wealth Management
Ohio
$243K
AWAU
2732
Alliance Wealth Advisors (Utah)
Utah
$243K
CAM
2733
Cozad Asset Management
Illinois
$242K
DWP
2734
Destiny Wealth Partners
Florida
$242K
HWA
2735
HMV Wealth Advisors
Louisiana
$242K
TCA
2736
Trifecta Capital Advisors
Illinois
$241K
CFAM
2737
Center For Asset Management
Florida
$241K
AFG
2738
Allegheny Financial Group
Pennsylvania
$241K
AIA
2739
Accelerate Investment Advisors
California
$241K
SL
2740
Summitry LLC
California
$239K
SWA
2741
SOA Wealth Advisors
New York
$239K
WN
2742
Williams & Novak
California
$239K
BSSFA
2743
Baron Silver Stevens Financial Advisors
Florida
$239K
TF
2744
Trek Financial
Arizona
$239K
AWM
2745
Ariadne Wealth Management
California
$239K
FA
2746
FDx Advisors
Illinois
$238K
AFM
2747
Abbot Financial Management
Massachusetts
$237K
SC
2748
Seldon Capital
California
$237K
WW
2749
Westshore Wealth
California
$237K
CFA
2750
CWS Financial Advisors
Michigan
$236K