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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
GK
3051
Graney & King
New York
$25.8K
ABWM
3052
Alpine Bank Wealth Management
Colorado
$24.5K
KHC
3053
Koesten Hirschmann & Crabtree
Kansas
$24.3K
DFA
3054
DHJJ Financial Advisors
Illinois
$24.2K
WFG
3055
Wormser Freres Gestion
France
$24.2K
BC
3056
Bayforest Capital
United Kingdom
$23.5K
SR
3057
Syntax Research
Florida
$23.1K
FWA
3058
Flagship Wealth Advisors
Massachusetts
$22.8K
OWP
3059
ORG Wealth Partners
Texas
$22.8K
MPW
3060
MASECO Private Wealth
$22.6K
SRCM
3061
Signature Resources Capital Management
California
$21.8K
PC
3062
Promus Capital
Illinois
$21.8K
FG
3063
Fairman Group
Pennsylvania
$21.8K
OBWP
3064
O'Brien Wealth Partners
Massachusetts
$21.4K
HWA
3065
Heritage Wealth Advisors
Virginia
$20.9K
BGA
3066
Battery Global Advisors
Massachusetts
$20.3K
FNWA
3067
Financial Network Wealth Advisors
Utah
$20K
RWA
3068
Redmont Wealth Advisors
Illinois
$20K
NCM
3069
Northwest Capital Management
Oregon
$19.7K
DMKJ
3070
David M. Knott Jr
$19.7K
PK
3071
Pflug Koory
Nebraska
$18.6K
TC
3072
Trust Company
Kansas
$18.3K
NWM
3073
Navigoe Wealth Management
California
$18K
RL
3074
Rogco LP
Oklahoma
$16.2K
CI
3075
Clal Insurance
Israel
$16K