UNH icon

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
HWM
3026
Horizons Wealth Management
North Carolina
$34.5K
LWA
3027
Lowe Wealth Advisors
Maryland
$34.5K
GFWA
3028
Grey Fox Wealth Advisors
Delaware
$33.4K
FRA
3029
Front Row Advisors
California
$33.1K
IW
3030
Imprint Wealth
South Carolina
$33.1K
RTL
3031
Red Tortoise LLC
Georgia
$32.9K
SHM
3032
Sagard Holdings Management
Ontario, Canada
$32.5K
KG
3033
Kilter Group
New York
$32.1K
CCM
3034
Cloud Capital Management
Washington
$32K
FLP
3035
Financial Life Planners
Arizona
$31.8K
GG
3036
Gleason Group
Kentucky
$31.5K
NWM
3037
Nova Wealth Management
Florida
$31.4K
DWM
3038
Dogwood Wealth Management
Kansas
$30.7K
HC
3039
Hurley Capital
New York
$30.6K
CIR
3040
Clear Investment Research
Georgia
$30.4K
HIW
3041
Holos Integrated Wealth
Pennsylvania
$30.1K
CWM
3042
Cranbrook Wealth Management
Michigan
$30K
W
3043
WealthCollab
Washington
$29.7K
FDCP
3044
Foster Dykema Cabot & Partners
Massachusetts
$28.7K
1M
3045
1248 Management
Missouri
$28.7K
IWP
3046
IAG Wealth Partners
Wisconsin
$27.6K
PFA
3047
Pillar Financial Advisors
Kentucky
$27.6K
CMA
3048
Cedar Mountain Advisors
Oregon
$27.1K
RWM
3049
Rialto Wealth Management
New York
$26.6K
EA
3050
Evolution Advisers
Virginia
$26K