UNH icon

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
WPA
2876
Wealth Preservation Advisors
Tennessee
$141K
FCMT
2877
Founders Capital Management (Texas)
Texas
$139K
FFO
2878
Fortitude Family Office
Arizona
$138K
WPWM
2879
Western Pacific Wealth Management
Illinois
$137K
HC
2880
Hara Capital
Washington
$129K
FCT
2881
First Community Trust
Iowa
$129K
KFP
2882
Keener Financial Planning
Texas
$128K
SNB
2883
Security National Bank
Nebraska
$127K
WWA
2884
Wealth Watch Advisors
Colorado
$126K
TIM
2885
Tortoise Investment Management
New York
$125K
PS
2886
Pinney & Scofield
Massachusetts
$125K
SHIM
2887
Stone House Investment Management
Pennsylvania
$124K
PIS
2888
POM Investment Strategies
North Carolina
$122K
APW
2889
Acima Private Wealth
Virginia
$122K
BIA
2890
Bell Investment Advisors
California
$120K
PCFFS
2891
Pacific Center for Financial Services
California
$119K
SFCL
2892
Strengthening Families & Communities LLC
Massachusetts
$117K
S
2893
Sachetta
Massachusetts
$115K
HIMS
2894
Hager Investment Management Services
New Hampshire
$115K
FA
2895
Financial Avengers
California
$114K
CH
2896
Canton Hathaway
Rhode Island
$114K
QWM
2897
Quaker Wealth Management
New Jersey
$113K
TCM
2898
Tradewinds Capital Management
Washington
$113K
AFG
2899
Albion Financial Group
Utah
$113K
MAFA
2900
MJT & Associates Financial Advisory
Minnesota
$112K