UNH icon

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
CAC
2901
Core Alternative Capital
Georgia
$148K
RFG
2902
REAP Financial Group
Texas
$145K
TFM
2903
TFC Financial Management
Massachusetts
$143K
WPA
2904
Wealth Preservation Advisors
Tennessee
$141K
FCMT
2905
Founders Capital Management (Texas)
Texas
$139K
FFO
2906
Fortitude Family Office
Arizona
$138K
WPWM
2907
Western Pacific Wealth Management
Illinois
$137K
HC
2908
Hara Capital
Washington
$129K
FCT
2909
First Community Trust
Iowa
$129K
KFP
2910
Keener Financial Planning
Texas
$128K
SNB
2911
Security National Bank
Nebraska
$127K
WWA
2912
Wealth Watch Advisors
Colorado
$126K
TIM
2913
Tortoise Investment Management
New York
$125K
PS
2914
Pinney & Scofield
Massachusetts
$125K
SHIM
2915
Stone House Investment Management
Pennsylvania
$124K
PIS
2916
POM Investment Strategies
North Carolina
$122K
APW
2917
Acima Private Wealth
Virginia
$122K
BIA
2918
Bell Investment Advisors
California
$120K
PCFFS
2919
Pacific Center for Financial Services
California
$119K
SFCL
2920
Strengthening Families & Communities LLC
Massachusetts
$117K
S
2921
Sachetta
Massachusetts
$115K
HIMS
2922
Hager Investment Management Services
New Hampshire
$115K
FA
2923
Financial Avengers
California
$114K
CH
2924
Canton Hathaway
Rhode Island
$114K
QWM
2925
Quaker Wealth Management
New Jersey
$113K