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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
PS
2901
Pinney & Scofield
Massachusetts
$125K
SHIM
2902
Stone House Investment Management
Pennsylvania
$124K
PIS
2903
POM Investment Strategies
North Carolina
$122K
APW
2904
Acima Private Wealth
Virginia
$122K
BIA
2905
Bell Investment Advisors
California
$120K
PCFFS
2906
Pacific Center for Financial Services
California
$119K
SFCL
2907
Strengthening Families & Communities LLC
Massachusetts
$117K
S
2908
Sachetta
Massachusetts
$115K
HIMS
2909
Hager Investment Management Services
New Hampshire
$115K
FA
2910
Financial Avengers
California
$114K
CH
2911
Canton Hathaway
Rhode Island
$114K
QWM
2912
Quaker Wealth Management
New Jersey
$113K
TCM
2913
Tradewinds Capital Management
Washington
$113K
AFG
2914
Albion Financial Group
Utah
$113K
MAFA
2915
MJT & Associates Financial Advisory
Minnesota
$112K
KFP
2916
Kerr Financial Planning
California
$112K
SFO
2917
Standard Family Office
South Dakota
$112K
WA
2918
Whipplewood Advisors
Colorado
$110K
MLA
2919
MB, Levis & Associates
Pennsylvania
$110K
WAM
2920
WFA Asset Management
Wisconsin
$109K
AP
2921
Aspect Partners
Virginia
$109K
WWM
2922
Wolff Wiese Magana
California
$108K
DWS
2923
Dynamic Wealth Strategies
California
$104K
CIAS
2924
CBIZ Investment Advisory Services
Ohio
$104K
MSWM
2925
Mowery & Schoenfeld Wealth Management
Illinois
$102K