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UnitedHealth

3,124 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 333 funds opening new positions, 1,255 increasing their positions, 1,310 reducing their positions, and 298 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: 3,1543,124 (-30)

4% less repeat investments, than reductions

Existing positions increased: 1,255 | Existing positions reduced: 1,310

4.19% less ownership

Funds ownership: 85.14%80.95% (-4.2%)

Holders
3,124
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 +$2.52B
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
3376
Montz Harcus Wealth Management
Louisiana
MBI
3377
May Barnhard Investments
Maryland
GDP
3378
Great Diamond Partners
Maine
KWM
3379
Kaydan Wealth Management
Michigan
WHCI
3380
W.H. Cornerstone Investments
Massachusetts
HWP
3381
Hibernia Wealth Partners
Louisiana
RFW
3382
Rainier Family Wealth
Washington
TWM
3383
TCFG Wealth Management
California
BFO
3384
Biltmore Family Office
North Carolina
ONSWM
3385
Old North State Wealth Management
North Carolina
MGAM
3386
McGowan Group Asset Management
Texas
QP
3387
Quilter Plc
United Kingdom
IPWA
3388
International Private Wealth Advisors
California
TWA
3389
TCI Wealth Advisors
Arizona
GC
3390
Garde Capital
Washington
BFP
3391
Briaud Financial Planning
Texas
T
3392
Transce3nd
Texas
BCMLT
3393
Beacon Capital Management LLC (Tennessee)
Tennessee
PIA
3394
Prakash Investment Advisors
Massachusetts
FAM
3395
Fairtree Asset Management
South Africa
WCM
3396
WealthTrak Capital Management
Virginia
WTFG
3397
Wood Tarver Financial Group
Idaho
TCM
3398
Traub Capital Management
Massachusetts
SGC
3399
Slocum, Gordon & Co
Rhode Island
TIM
3400
Total Investment Management
Arizona