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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
HIW
3026
Holos Integrated Wealth
Pennsylvania
$30.1K
CWM
3027
Cranbrook Wealth Management
Michigan
$30K
W
3028
WealthCollab
Washington
$29.7K
FDCP
3029
Foster Dykema Cabot & Partners
Massachusetts
$28.7K
1M
3030
1248 Management
Missouri
$28.7K
IWP
3031
IAG Wealth Partners
Wisconsin
$27.6K
PFA
3032
Pillar Financial Advisors
Kentucky
$27.6K
CMA
3033
Cedar Mountain Advisors
Oregon
$27.1K
RWM
3034
Rialto Wealth Management
New York
$26.6K
GK
3035
Graney & King
New York
$25.8K
ABWM
3036
Alpine Bank Wealth Management
Colorado
$24.5K
KHC
3037
Koesten Hirschmann & Crabtree
Kansas
$24.3K
DFA
3038
DHJJ Financial Advisors
Illinois
$24.2K
BC
3039
Bayforest Capital
United Kingdom
$23.5K
SR
3040
Syntax Research
Florida
$23.1K
FWA
3041
Flagship Wealth Advisors
Massachusetts
$22.8K
OWP
3042
ORG Wealth Partners
Texas
$22.8K
MPW
3043
MASECO Private Wealth
$22.6K
SRCM
3044
Signature Resources Capital Management
California
$21.8K
PC
3045
Promus Capital
Illinois
$21.8K
FG
3046
Fairman Group
Pennsylvania
$21.8K
OBWP
3047
O'Brien Wealth Partners
Massachusetts
$21.4K
HWA
3048
Heritage Wealth Advisors
Virginia
$20.9K
BGA
3049
Battery Global Advisors
Massachusetts
$20.3K
FNWA
3050
Financial Network Wealth Advisors
Utah
$20K