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
SFPG
3376
Stonebridge Financial Planning Group
Florida
BTWM
3377
Brass Tax Wealth Management
Ohio
LTI
3378
Laffer Tengler Investments
Tennessee
GA
3379
Goldstein Advisors
Wisconsin
CA
3380
Crumly & Associates
Illinois
NWWA
3381
New Wave Wealth Advisors
Arkansas
AWM
3382
Atticus Wealth Management
Florida
CIG
3383
Cascade Investment Group
Colorado
AWM
3384
Alterna Wealth Management
Texas
JWM
3385
JGP Wealth Management
Oregon
MWM
3386
MBE Wealth Management
Wisconsin
LFS
3387
Littlejohn Financial Services
Oregon
GG
3388
Greenwood Gearhart
Arkansas
HIF
3389
Hill Island Financial
Michigan
FFG
3390
Fortem Financial Group
California
KA
3391
KDT Advisors
New York
MHWM
3392
Montz Harcus Wealth Management
Louisiana
MBI
3393
May Barnhard Investments
Maryland
GDP
3394
Great Diamond Partners
Maine
KWM
3395
Kaydan Wealth Management
Michigan
WHCI
3396
W.H. Cornerstone Investments
Massachusetts
HWP
3397
Hibernia Wealth Partners
Louisiana
RFW
3398
Rainier Family Wealth
Washington
TWM
3399
TCFG Wealth Management
California
BFO
3400
Biltmore Family Office
North Carolina