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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
SWM
2801
StoneCrest Wealth Management
Arizona
$222K
SC
2802
Steph & Co
Wisconsin
$222K
IWA
2803
IVC Wealth Advisors
Pennsylvania
$222K
FCM
2804
FJ Capital Management
Virginia
$222K
IFPL
2805
Investments & Financial Planning LLC
Kentucky
$222K
SW
2806
SkyOak Wealth
Michigan
$222K
WA
2807
WestEnd Advisors
North Carolina
$221K
FPW
2808
Fairvoy Private Wealth
Alabama
$221K
TFA
2809
Tobias Financial Advisors
Florida
$220K
WCA
2810
Whetstone Capital Advisors
Kansas
$220K
BMA
2811
Brooks Moore & Associates
Tennessee
$220K
ELM
2812
Elite Life Management
Florida
$220K
FFG
2813
Fiduciary Financial Group
California
$220K
BI
2814
Bolthouse Investments
California
$220K
OPA
2815
Old Port Advisors
Maine
$218K
HW
2816
HORAN Wealth
Ohio
$218K
AA
2817
AJ Advisors
Tennessee
$218K
TFG
2818
Team Financial Group
California
$217K
RFS
2819
Richardson Financial Services
Massachusetts
$217K
MTWM
2820
Masso Torrence Wealth Management
New Jersey
$217K
FA
2821
Fountainhead AM
New Jersey
$216K
PRS
2822
Pinkerton Retirement Specialists
Idaho
$216K
MPW
2823
MGO Private Wealth
California
$216K
BC
2824
Brio Consultants
California
$215K
PMG
2825
Private Management Group
California
$215K