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
CB
2876
Centennial Bank
Arkansas
$177K
DWA
2877
Dougherty Wealth Advisers
Minnesota
$176K
BOJHT
2878
Bank of Jackson Hole Trust
Wyoming
$172K
TFGT
2879
TS Financial Group (TSFG)
Illinois
$172K
AP
2880
Atwood & Palmer
Missouri
$171K
AW
2881
Avion Wealth
Texas
$171K
HWA
2882
Heartwood Wealth Advisors
Virginia
$170K
BT
2883
Banque Transatlantique
France
$164K
FFL
2884
Financial Freedom LLC
Ohio
$152K
KSB
2885
Kennebec Savings Bank
Maine
$151K
KA
2886
Kozak & Associates
Colorado
$150K
IWM
2887
IMG Wealth Management
Florida
$150K
CAC
2888
Core Alternative Capital
Georgia
$148K
RFG
2889
REAP Financial Group
Texas
$145K
TFM
2890
TFC Financial Management
Massachusetts
$143K
WPA
2891
Wealth Preservation Advisors
Tennessee
$141K
FCMT
2892
Founders Capital Management (Texas)
Texas
$139K
FFO
2893
Fortitude Family Office
Arizona
$138K
WPWM
2894
Western Pacific Wealth Management
Illinois
$137K
HC
2895
Hara Capital
Washington
$129K
FCT
2896
First Community Trust
Iowa
$129K
KFP
2897
Keener Financial Planning
Texas
$128K
SNB
2898
Security National Bank
Nebraska
$127K
WWA
2899
Wealth Watch Advisors
Colorado
$126K
TIM
2900
Tortoise Investment Management
New York
$125K