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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
KFPC
2901
KERR FINANCIAL PLANNING Corp
California
$112K
SFO
2902
Standard Family Office
South Dakota
$112K
WA
2903
Whipplewood Advisors
Colorado
$110K
MLA
2904
MB, Levis & Associates
Pennsylvania
$110K
WAM
2905
WFA Asset Management
Wisconsin
$109K
AP
2906
Aspect Partners
Virginia
$109K
WWM
2907
Wolff Wiese Magana
California
$108K
DWS
2908
Dynamic Wealth Strategies
California
$104K
CIAS
2909
CBIZ Investment Advisory Services
Ohio
$104K
MSWM
2910
Mowery & Schoenfeld Wealth Management
Illinois
$102K
BCM
2911
Blume Capital Management
California
$100K
VWM
2912
Vermillion Wealth Management
Minnesota
$99.1K
BSB
2913
Bangor Savings Bank
Maine
$98.8K
T
2914
Tidemark
California
$98.1K
QL
2915
Quarry LP
New York
$97K
FWM
2916
FSA Wealth Management
Massachusetts
$95.3K
AT
2917
Avalon Trust
New Mexico
$95.3K
TCM
2918
TD Capital Management
Tennessee
$94.2K
TCB
2919
Texas Capital Bancshares
Texas
$93.6K
HIM
2920
Hillsdale Investment Management
Ontario, Canada
$92.2K
YP
2921
YANKCOM Partnership
South Dakota
$90.5K
SAM
2922
Sherman Asset Management
California
$89.8K
RA
2923
Rational Advisors
New York
$89.1K
SWIM
2924
Smallwood Wealth Investment Management
New Jersey
$87.7K
POIA
2925
Pin Oak Investment Advisors
Texas
$87K