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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
TC
2976
Truvestments Capital
Florida
$72.2K
GA
2977
GoalVest Advisory
New York
$70.8K
RJA
2978
Ross\Johnson & Associates
Minnesota
$70.1K
DAM
2979
Delta Asset Management
Tennessee
$68K
HHMI
2980
Howard Hughes Medical Institute
Maryland
$67.3K
NC
2981
North Capital
Utah
$67K
NWMP
2982
Noble Wealth Management PBC
Colorado
$67K
OAJ
2983
Ogorek Anthony Joseph
New York
$66K
CAM
2984
Costello Asset Management
Pennsylvania
$62.5K
MFG
2985
Mendota Financial Group
Wisconsin
$62.2K
DPW
2986
DiNuzzo Private Wealth
Pennsylvania
$62K
WA
2987
Westfuller Advisors
New York
$61.5K
MSWA
2988
Marshall & Sterling Wealth Advisors
New York
$60.5K
PA
2989
Pineridge Advisors
Missouri
$59.8K
MAM
2990
Marquette Asset Management
Minnesota
$59.4K
BHWM
2991
Beaird Harris Wealth Management
Texas
$58.5K
M
2992
MOTCO
Texas
$58.4K
EPW
2993
Evergreen Private Wealth
Colorado
$57.3K
CGA
2994
Compound Global Advisors
Washington
$55.9K
CMP
2995
Coston McIsaac & Partners
Maine
$55K
VWA
2996
Valued Wealth Advisors
Utah
$54.9K
A
2997
AlphaQuest
New York
$51.8K
YAL
2998
Your Advocates Ltd
Texas
$51.8K
VWA
2999
VSM Wealth Advisory
Maryland
$51.6K
AEPWM
3000
Atlantic Edge Private Wealth Management
Florida
$51.5K