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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
RTL
3001
Red Tortoise LLC
Georgia
$32.9K
SHM
3002
Sagard Holdings Management
Ontario, Canada
$32.5K
CCM
3003
Cloud Capital Management
Washington
$32K
FLP
3004
Financial Life Planners
Arizona
$31.8K
GG
3005
Gleason Group
Kentucky
$31.5K
NWM
3006
Nova Wealth Management
Florida
$31.4K
DWM
3007
Dogwood Wealth Management
Kansas
$30.7K
HC
3008
Hurley Capital
New York
$30.6K
CIR
3009
Clear Investment Research
Georgia
$30.4K
CWM
3010
Cranbrook Wealth Management
Michigan
$30K
W
3011
WealthCollab
Washington
$29.7K
FDCP
3012
Foster Dykema Cabot & Partners
Massachusetts
$28.7K
1M
3013
1248 Management
Missouri
$28.7K
IWP
3014
IAG Wealth Partners
Wisconsin
$27.6K
PFA
3015
Pillar Financial Advisors
Kentucky
$27.6K
CMA
3016
Cedar Mountain Advisors
Oregon
$27.1K
RWM
3017
Rialto Wealth Management
New York
$26.6K
GK
3018
Graney & King
New York
$25.8K
ABWM
3019
Alpine Bank Wealth Management
Colorado
$24.5K
KHC
3020
Koesten Hirschmann & Crabtree
Kansas
$24.3K
DFA
3021
DHJJ Financial Advisors
Illinois
$24.2K
BC
3022
Bayforest Capital
United Kingdom
$23.5K
SR
3023
Syntax Research
Florida
$23.1K
FWA
3024
Flagship Wealth Advisors
Massachusetts
$22.8K
OWP
3025
ORG Wealth Partners
Texas
$22.8K