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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
LAM
2926
Lummis Asset Management
Texas
$86K
HFS
2927
Hughes Financial Services
Virginia
$84.3K
AWM
2928
Abound Wealth Management
Tennessee
$84.2K
EWP
2929
Elevation Wealth Partners
California
$83.9K
VWWMG
2930
Vermillion & White Wealth Management Group
Pennsylvania
$83.7K
PWA
2931
Provenance Wealth Advisors
Florida
$83.6K
CWM
2932
Consultiva Wealth Management
Puerto Rico
$83.2K
BONH
2933
Bank of New Hampshire
New Hampshire
$82.9K
CG
2934
Curat Global
New Hampshire
$82.9K
CWM
2935
Copia Wealth Management
Oregon
$82.9K
PPA
2936
Pilgrim Partners Asia
Singapore
$79.4K
FMTCOCP
2937
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$79K
BBPWM
2938
Blue Bell Private Wealth Management
Pennsylvania
$78.4K
MFT
2939
Moisand Fitzgerald Tamayo
Florida
$78K
MIHAS
2940
Maj Invest Holding A/S
Denmark
$77K
HWP
2941
Highline Wealth Partners
California
$76.6K
PWMG
2942
Private Wealth Management Group
New Jersey
$75.6K
CFG
2943
Clayton Financial Group
Missouri
$74.1K
DF
2944
Dunhill Financial
United Kingdom
$73.5K
HBW
2945
Hazlett, Burt & Watson
West Virginia
$73K
FDW
2946
Fourth Dimension Wealth
Ohio
$72.5K
EPAM
2947
Evelyn Partners Asset Management
$72.5K
TC
2948
Truvestments Capital
Florida
$72.2K
GA
2949
GoalVest Advisory
New York
$70.8K
RJA
2950
Ross\Johnson & Associates
Minnesota
$70.1K