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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
TCM
2926
Tradewinds Capital Management
Washington
$113K
AFG
2927
Albion Financial Group
Utah
$113K
MAFA
2928
MJT & Associates Financial Advisory
Minnesota
$112K
KFP
2929
Kerr Financial Planning
California
$112K
SFO
2930
Standard Family Office
South Dakota
$112K
WA
2931
Whipplewood Advisors
Colorado
$110K
MLA
2932
MB, Levis & Associates
Pennsylvania
$110K
WAM
2933
WFA Asset Management
Wisconsin
$109K
AP
2934
Aspect Partners
Virginia
$109K
WWM
2935
Wolff Wiese Magana
California
$108K
DWS
2936
Dynamic Wealth Strategies
California
$104K
CIAS
2937
CBIZ Investment Advisory Services
Ohio
$104K
MSWM
2938
Mowery & Schoenfeld Wealth Management
Illinois
$102K
BCM
2939
Blume Capital Management
California
$100K
VWM
2940
Vermillion Wealth Management
Minnesota
$99.1K
BSB
2941
Bangor Savings Bank
Maine
$98.8K
T
2942
Tidemark
California
$98.1K
QL
2943
Quarry LP
New York
$97K
FWM
2944
FSA Wealth Management
Massachusetts
$95.3K
AT
2945
Avalon Trust
New Mexico
$95.3K
TCM
2946
TD Capital Management
Tennessee
$94.2K
TCB
2947
Texas Capital Bancshares
Texas
$93.6K
HIM
2948
Hillsdale Investment Management
Ontario, Canada
$92.2K
YP
2949
YANKCOM Partnership
South Dakota
$90.5K
SAM
2950
Sherman Asset Management
California
$89.8K