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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
IWA
2776
IVC Wealth Advisors
Pennsylvania
$222K
FCM
2777
FJ Capital Management
Virginia
$222K
IFPL
2778
Investments & Financial Planning LLC
Kentucky
$222K
SW
2779
SkyOak Wealth
Michigan
$222K
WA
2780
WestEnd Advisors
North Carolina
$221K
FPW
2781
Fairvoy Private Wealth
Alabama
$221K
TFA
2782
Tobias Financial Advisors
Florida
$220K
WCA
2783
Whetstone Capital Advisors
Kansas
$220K
BMA
2784
Brooks Moore & Associates
Tennessee
$220K
ELM
2785
Elite Life Management
Florida
$220K
FFG
2786
Fiduciary Financial Group
California
$220K
BI
2787
Bolthouse Investments
California
$220K
OPA
2788
Old Port Advisors
Maine
$218K
HW
2789
HORAN Wealth
Ohio
$218K
AA
2790
AJ Advisors
Tennessee
$218K
TFG
2791
Team Financial Group
California
$217K
RFS
2792
Richardson Financial Services
Massachusetts
$217K
MTWM
2793
Masso Torrence Wealth Management
New Jersey
$217K
FA
2794
Fountainhead AM
New Jersey
$216K
PRS
2795
Pinkerton Retirement Specialists
Idaho
$216K
MPW
2796
MGO Private Wealth
California
$216K
BC
2797
Brio Consultants
California
$215K
PMG
2798
Private Management Group
California
$215K
TW
2799
Towerpoint Wealth
California
$215K
WC
2800
Westhampton Capital
North Carolina
$215K