UNH icon

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

4.26% 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
C1AG
2826
Client 1st Advisory Group
Florida
$211K
PWA
2827
Prairie Wealth Advisors
Nebraska
$211K
CWA
2828
CJM Wealth Advisers
Virginia
$210K
OW
2829
Olistico Wealth
Oklahoma
$209K
FGAM
2830
Financial Gravity Asset Management
Texas
$209K
NHT
2831
New Hampshire Trust
New Hampshire
$209K
LAS
2832
LWM Advisory Services
Florida
$208K
CWG
2833
Crown Wealth Group
North Carolina
$208K
WAM
2834
Walker Asset Management
Missouri
$208K
SIP
2835
Sellwood Investment Partners
Oregon
$208K
SW
2836
SMART Wealth
Nebraska
$207K
IFO
2837
Independent Family Office
New York
$207K
CAG
2838
Centerpoint Advisory Group
Kansas
$207K
EMC
2839
Everest Management Corp
California
$206K
GCM
2840
G2 Capital Management
Ohio
$206K
WA
2841
WPG Advisers
Maryland
$206K
GWS
2842
Greykasell Wealth Strategies
California
$205K
LFP
2843
Lakeshore Financial Planning
Michigan
$205K
IA
2844
IFC Advisors
California
$204K
MIFH
2845
Migdal Insurance & Financial Holdings
Israel
$204K
AIMC
2846
Alley Investment Management Company
Illinois
$204K
HPC
2847
Hobart Private Capital
North Carolina
$204K
OAS
2848
Optivise Advisory Services
Tennessee
$204K
SHA
2849
Seneca House Advisors
Virginia
$203K
AA
2850
Alesco Advisors
New York
$203K