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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
FCG
3101
Financial Connections Group
California
$8K
DRP
3102
Decker Retirement Planning
Utah
$7.99K
IRAG
3103
Investment Research & Advisory Group
Georgia
$7.94K
CWP
3104
Clark Wealth Partners
Illinois
$7.65K
BAM
3105
Bellevue Asset Management
Washington
$7.6K
BCPWM
3106
Bradley & Co Private Wealth Management
Florida
$7.25K
LC
3107
Luminist Capital
Michigan
$6.97K
1NWS
3108
1 North Wealth Services
Maryland
$6.91K
CL
3109
CSS LLC
Illinois
$6.91K
WCM
3110
Westend Capital Management
California
$6.56K
IUHSA
3111
Itau Unibanco Holding S.A.
Brazil
$6.26K
GAG
3112
Goodman Advisory Group
Massachusetts
$6.21K
BGC
3113
Beutel, Goodman & Co
Ontario, Canada
$6K
CWM
3114
Cedar Wealth Management
California
$5.98K
LB
3115
Legacy Bridge
Iowa
$5.87K
MBFW
3116
Morton Brown Family Wealth
Pennsylvania
$5.87K
EWM
3117
Evolution Wealth Management
Florida
$5.53K
CMBA
3118
C.M. Bidwell & Associates
Hawaii
$5.53K
ITFISA
3119
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$5.53K
CAIM
3120
Catherine Avery Investment Management
Florida
$4.49K
BIM
3121
Breakwater Investment Management
Washington
$4.49K
FW
3122
Fairway Wealth
Ohio
$3.8K
MHIP
3123
Mountain Hill Investment Partners
New Jersey
$3.45K
TWM
3124
Tripletail Wealth Management
Florida
$3.24K
BFS
3125
Bare Financial Services
Pennsylvania
$3.11K