UNH icon

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
Q1WB
2976
Quest 10 Wealth Builders
Virginia
$48.1K
HHGA
2977
Halbert Hargrove Global Advisors
California
$46.4K
MAS
2978
MPWM Advisory Solutions
Georgia
$45.2K
RWS
2979
Retirement Wealth Solutions
Wisconsin
$44.9K
CPG
2980
Cornerstone Planning Group
New Jersey
$44K
PPA
2981
Painted Porch Advisors
California
$43.2K
RTC
2982
Riverview Trust Company
Washington
$43.2K
UBP
2983
Union Bancaire Privee
Switzerland
$42.3K
NMG
2984
New Millennium Group
Utah
$42.3K
TCM
2985
TruNorth Capital Management
Michigan
$41.4K
TPBG
2986
Turning Point Benefit Group
Maryland
$41.1K
KB
2987
Kimelman & Baird
New York
$40.4K
NRG
2988
Nemes Rush Group
Michigan
$39K
DWA
2989
Delos Wealth Advisors
Texas
$38K
KTC
2990
Kentucky Trust Company
Kentucky
$36.9K
SC
2991
Solstein Capital
California
$35.9K
CFP
2992
Comprehensive Financial Planning
Pennsylvania
$35.1K
RPA
2993
Redwood Park Advisors
California
$34.7K
ICM
2994
Islay Capital Management
Texas
$34.5K
APW
2995
Atlantic Private Wealth
North Carolina
$34.5K
HWM
2996
Horizons Wealth Management
North Carolina
$34.5K
LWA
2997
Lowe Wealth Advisors
Maryland
$34.5K
GFWA
2998
Grey Fox Wealth Advisors
Delaware
$33.4K
FRA
2999
Front Row Advisors
California
$33.1K
IW
3000
Imprint Wealth
South Carolina
$33.1K