UNH icon

UnitedHealth

3,103 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, 1,297 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: 1,297

1% less funds holding

Funds holding: 3,1463,103 (-43)

4.2% less ownership

Funds ownership: 85.04%80.84% (-4.2%)

Holders
3,103
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
TIM
3376
Total Investment Management
Arizona
CPA
3377
Compass Planning Associates
Massachusetts
BA
3378
Bellwether Advisors
Nebraska
SO
3379
Sierra Ocean
California
JEST
3380
JTC Employer Solutions Trustee
Jersey
RAM
3381
Riggs Asset Management
Pennsylvania
ACM
3382
Aster Capital Management
United Arab Emirates
SAS
3383
Spurstone Advisory Services
Connecticut
SWIG
3384
Strategic Wealth Investment Group
Kentucky
LFA
3385
Legend Financial Advisors
Pennsylvania
SC
3386
Stephens Consulting
Michigan
KWM
3387
Kiker Wealth Management
Georgia
MAWAG
3388
Mid-American Wealth Advisory Group
Missouri
GC
3389
GFG Capital
Florida
CWM
3390
CarsonAllaria Wealth Management
Illinois
OSNBOA
3391
Old Second National Bank of Aurora
Illinois
IMC
3392
Investment Management Corporation
Virginia
CW
3393
Curio Wealth
Maryland
ATC
3394
Advantage Trust Company
Kansas
LFA
3395
LGT Financial Advisors
Texas
EWA
3396
EQ Wealth Advisors
Texas
FIM
3397
FWL Investment Management
Texas
VWM
3398
Valley Wealth Managers
New Jersey
MWM
3399
MorganRosel Wealth Management
Colorado