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UnitedHealth

3,101 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 335 funds opening new positions, 1,248 increasing their positions, 1,295 reducing their positions, and 295 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: $ → $

4% less repeat investments, than reductions

Existing positions increased: 1,248 | Existing positions reduced: 1,295

1% less funds holding

Funds holding: 3,1463,101 (-45)

4.24% less ownership

Funds ownership: 85.04%80.8% (-4.2%)

Holders
3,101
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
98
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
MHWM
3351
Montz Harcus Wealth Management
Louisiana
MBI
3352
May Barnhard Investments
Maryland
GDP
3353
Great Diamond Partners
Maine
KWM
3354
Kaydan Wealth Management
Michigan
WHCI
3355
W.H. Cornerstone Investments
Massachusetts
HWP
3356
Hibernia Wealth Partners
Louisiana
RFW
3357
Rainier Family Wealth
Washington
TWM
3358
TCFG Wealth Management
California
ONSWM
3359
Old North State Wealth Management
North Carolina
BFO
3360
Biltmore Family Office
North Carolina
MGAM
3361
McGowan Group Asset Management
Texas
IPWA
3362
International Private Wealth Advisors
California
QP
3363
Quilter Plc
United Kingdom
TWA
3364
TCI Wealth Advisors
Arizona
BFP
3365
Briaud Financial Planning
Texas
T
3366
Transce3nd
Texas
BCMLT
3367
Beacon Capital Management LLC (Tennessee)
Tennessee
PIA
3368
Prakash Investment Advisors
Massachusetts
FAM
3369
Fairtree Asset Management
South Africa
WCM
3370
WealthTrak Capital Management
Virginia
WTFG
3371
Wood Tarver Financial Group
Idaho
TCM
3372
Traub Capital Management
Massachusetts
SGC
3373
Slocum, Gordon & Co
Rhode Island
TIM
3374
Total Investment Management
Arizona
CPA
3375
Compass Planning Associates
Massachusetts