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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
BCM
2926
Blume Capital Management
California
$100K
VWM
2927
Vermillion Wealth Management
Minnesota
$99.1K
BSB
2928
Bangor Savings Bank
Maine
$98.8K
T
2929
Tidemark
California
$98.1K
QL
2930
Quarry LP
New York
$97K
FWM
2931
FSA Wealth Management
Massachusetts
$95.3K
AT
2932
Avalon Trust
New Mexico
$95.3K
TCM
2933
TD Capital Management
Tennessee
$94.2K
TCB
2934
Texas Capital Bancshares
Texas
$93.6K
HIM
2935
Hillsdale Investment Management
Ontario, Canada
$92.2K
YP
2936
YANKCOM Partnership
South Dakota
$90.5K
SAM
2937
Sherman Asset Management
California
$89.8K
RA
2938
Rational Advisors
New York
$89.1K
SWIM
2939
Smallwood Wealth Investment Management
New Jersey
$87.7K
POIA
2940
Pin Oak Investment Advisors
Texas
$87K
LAM
2941
Lummis Asset Management
Texas
$86K
HFS
2942
Hughes Financial Services
Virginia
$84.3K
AWM
2943
Abound Wealth Management
Tennessee
$84.2K
EWP
2944
Elevation Wealth Partners
California
$83.9K
VWWMG
2945
Vermillion & White Wealth Management Group
Pennsylvania
$83.7K
PWA
2946
Provenance Wealth Advisors
Florida
$83.6K
CWM
2947
Consultiva Wealth Management
Puerto Rico
$83.2K
BONH
2948
Bank of New Hampshire
New Hampshire
$82.9K
CG
2949
Curat Global
New Hampshire
$82.9K
CWM
2950
Copia Wealth Management
Oregon
$82.9K