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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
TCM
3001
TruNorth Capital Management
Michigan
$41.4K
TPBG
3002
Turning Point Benefit Group
Maryland
$41.1K
KB
3003
Kimelman & Baird
New York
$40.4K
NRG
3004
Nemes Rush Group
Michigan
$39K
DWA
3005
Delos Wealth Advisors
Texas
$38K
KTC
3006
Kentucky Trust Company
Kentucky
$36.9K
SC
3007
Solstein Capital
California
$35.9K
CFP
3008
Comprehensive Financial Planning
Pennsylvania
$35.1K
RPA
3009
Redwood Park Advisors
California
$34.7K
APW
3010
Atlantic Private Wealth
North Carolina
$34.5K
ICM
3011
Islay Capital Management
Texas
$34.5K
HWM
3012
Horizons Wealth Management
North Carolina
$34.5K
LWA
3013
Lowe Wealth Advisors
Maryland
$34.5K
GFWA
3014
Grey Fox Wealth Advisors
Delaware
$33.4K
FRA
3015
Front Row Advisors
California
$33.1K
IW
3016
Imprint Wealth
South Carolina
$33.1K
RTL
3017
Red Tortoise LLC
Georgia
$32.9K
SHM
3018
Sagard Holdings Management
Ontario, Canada
$32.5K
CCM
3019
Cloud Capital Management
Washington
$32K
FLP
3020
Financial Life Planners
Arizona
$31.8K
GG
3021
Gleason Group
Kentucky
$31.5K
NWM
3022
Nova Wealth Management
Florida
$31.4K
DWM
3023
Dogwood Wealth Management
Kansas
$30.7K
HC
3024
Hurley Capital
New York
$30.6K
CIR
3025
Clear Investment Research
Georgia
$30.4K