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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
PA
2976
Pineridge Advisors
Missouri
$59.8K
MAM
2977
Marquette Asset Management
Minnesota
$59.4K
BHWM
2978
Beaird Harris Wealth Management
Texas
$58.5K
M
2979
MOTCO
Texas
$58.4K
EPW
2980
Evergreen Private Wealth
Colorado
$57.3K
CGA
2981
Compound Global Advisors
Washington
$55.9K
CMP
2982
Coston McIsaac & Partners
Maine
$55K
VWA
2983
Valued Wealth Advisors
Utah
$54.9K
A
2984
AlphaQuest
New York
$51.8K
YAL
2985
Your Advocates Ltd
Texas
$51.8K
VWA
2986
VSM Wealth Advisory
Maryland
$51.6K
AEPWM
2987
Atlantic Edge Private Wealth Management
Florida
$51.5K
BDPWM
2988
Barnes Dennig Private Wealth Management
Ohio
$50.8K
CCMI
2989
Creative Capital Management Investments
California
$50.4K
RBC
2990
Roble Belko & Company
Pennsylvania
$50K
GJIA
2991
Glass Jacobson Investment Advisors
Maryland
$48.4K
Q1WB
2992
Quest 10 Wealth Builders
Virginia
$48.1K
HHGA
2993
Halbert Hargrove Global Advisors
California
$46.4K
MAS
2994
MPWM Advisory Solutions
Georgia
$45.2K
RWS
2995
Retirement Wealth Solutions
Wisconsin
$44.9K
CPG
2996
Cornerstone Planning Group
New Jersey
$44K
PPA
2997
Painted Porch Advisors
California
$43.2K
RTC
2998
Riverview Trust Company
Washington
$43.2K
UBP
2999
Union Bancaire Privee
Switzerland
$42.3K
NMG
3000
New Millennium Group
Utah
$42.3K