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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
RA
2951
Rational Advisors
New York
$89.1K
SWIM
2952
Smallwood Wealth Investment Management
New Jersey
$87.7K
POIA
2953
Pin Oak Investment Advisors
Texas
$87K
LAM
2954
Lummis Asset Management
Texas
$86K
HFS
2955
Hughes Financial Services
Virginia
$84.3K
AWM
2956
Abound Wealth Management
Tennessee
$84.2K
EWP
2957
Elevation Wealth Partners
California
$83.9K
VWWMG
2958
Vermillion & White Wealth Management Group
Pennsylvania
$83.7K
PWA
2959
Provenance Wealth Advisors
Florida
$83.6K
CWM
2960
Consultiva Wealth Management
Puerto Rico
$83.2K
BONH
2961
Bank of New Hampshire
New Hampshire
$82.9K
CG
2962
Curat Global
New Hampshire
$82.9K
CWM
2963
Copia Wealth Management
Oregon
$82.9K
PPA
2964
Pilgrim Partners Asia
Singapore
$79.4K
FMTCOCP
2965
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$79K
BBPWM
2966
Blue Bell Private Wealth Management
Pennsylvania
$78.4K
MFT
2967
Moisand Fitzgerald Tamayo
Florida
$78K
MIHAS
2968
Maj Invest Holding A/S
Denmark
$77K
HWP
2969
Highline Wealth Partners
California
$76.6K
PWMG
2970
Private Wealth Management Group
New Jersey
$75.6K
CFG
2971
Clayton Financial Group
Missouri
$74.1K
DF
2972
Dunhill Financial
United Kingdom
$73.5K
HBW
2973
Hazlett, Burt & Watson
West Virginia
$73K
FDW
2974
Fourth Dimension Wealth
Ohio
$72.5K
EPAM
2975
Evelyn Partners Asset Management
$72.5K