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
PWA
3076
Principia Wealth Advisory
Texas
$15.9K
SA
3077
Seneschal Advisors
Washington
$15.9K
TC
3078
Tacita Capital
Ontario, Canada
$14.5K
CFS
3079
CGC Financial Services
Oregon
$14.2K
T2I
3080
Turim 21 Investimentos
Brazil
$13.8K
RWM
3081
RMG Wealth Management
Wisconsin
$13.7K
NL
3082
NVWM LLC
Pennsylvania
$13.5K
RFA
3083
Reyes Financial Architecture
California
$12.5K
CWA
3084
Carolina Wealth Advisors
South Carolina
$12.4K
IA
3085
IFS Advisors
Kansas
$11.6K
DF
3086
DecisionPoint Financial
Arizona
$11.5K
LFASL
3087
Lugano Financial Advisors SA (LFA)
Switzerland
$11.4K
CFG
3088
Chapman Financial Group
Hawaii
$11.4K
JFG
3089
JDM Financial Group
Texas
$11.1K
FF
3090
Friedenthal Financial
New Jersey
$11.1K
CFS
3091
Compass Financial Services
Iowa
$10.7K
PP
3092
Pacifica Partners
Canada
$10.4K
FPB
3093
First PREMIER Bank
South Dakota
$10K
WW
3094
Winnow Wealth
Texas
$9K
GWSA
3095
Global Wealth Strategies & Associates
Colorado
$8.98K
ACM
3096
Anfield Capital Management
California
$8.63K
GGI
3097
Godsey & Gibb Inc
Virginia
$8.63K
MDA
3098
Minot DeBlois Advisors
Massachusetts
$8.63K
MSG
3099
Main Street Group
Virginia
$8.63K
PS
3100
PayPay Securities
Japan
$8.58K