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UnitedHealth

3,121 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, 1,254 increasing their positions, 1,308 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: $ → $

4% less repeat investments, than reductions

Existing positions increased: 1,254 | Existing positions reduced: 1,308

1% less funds holding

Funds holding: 3,1533,121 (-32)

4.26% less ownership

Funds ownership: 85.14%80.88% (-4.3%)

Holders
3,121
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
KWM
3376
Kaydan Wealth Management
Michigan
WHCI
3377
W.H. Cornerstone Investments
Massachusetts
HWP
3378
Hibernia Wealth Partners
Louisiana
RFW
3379
Rainier Family Wealth
Washington
TWM
3380
TCFG Wealth Management
California
ONSWM
3381
Old North State Wealth Management
North Carolina
BFO
3382
Biltmore Family Office
North Carolina
MGAM
3383
McGowan Group Asset Management
Texas
QP
3384
Quilter Plc
United Kingdom
IPWA
3385
International Private Wealth Advisors
California
TWA
3386
TCI Wealth Advisors
Arizona
GC
3387
Garde Capital
Washington
BFP
3388
Briaud Financial Planning
Texas
T
3389
Transce3nd
Texas
BCMLT
3390
Beacon Capital Management LLC (Tennessee)
Tennessee
PIA
3391
Prakash Investment Advisors
Massachusetts
FAM
3392
Fairtree Asset Management
South Africa
WCM
3393
WealthTrak Capital Management
Virginia
WTFG
3394
Wood Tarver Financial Group
Idaho
TCM
3395
Traub Capital Management
Massachusetts
SGC
3396
Slocum, Gordon & Co
Rhode Island
TIM
3397
Total Investment Management
Arizona
CPA
3398
Compass Planning Associates
Massachusetts
BA
3399
Bellwether Advisors
Nebraska
SO
3400
Sierra Ocean
California