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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
ONSWM
3401
Old North State Wealth Management
North Carolina
MGAM
3402
McGowan Group Asset Management
Texas
IPWA
3403
International Private Wealth Advisors
California
QP
3404
Quilter Plc
United Kingdom
TWA
3405
TCI Wealth Advisors
Arizona
GC
3406
Garde Capital
Washington
BFP
3407
Briaud Financial Planning
Texas
T
3408
Transce3nd
Texas
BCMLT
3409
Beacon Capital Management LLC (Tennessee)
Tennessee
PIA
3410
Prakash Investment Advisors
Massachusetts
FAM
3411
Fairtree Asset Management
South Africa
WCM
3412
WealthTrak Capital Management
Virginia
WTFG
3413
Wood Tarver Financial Group
Idaho
TCM
3414
Traub Capital Management
Massachusetts
SGC
3415
Slocum, Gordon & Co
Rhode Island
TIM
3416
Total Investment Management
Arizona
CPA
3417
Compass Planning Associates
Massachusetts
BA
3418
Bellwether Advisors
Nebraska
SO
3419
Sierra Ocean
California
JEST
3420
JTC Employer Solutions Trustee
Jersey
RAM
3421
Riggs Asset Management
Pennsylvania
ACM
3422
Aster Capital Management
United Arab Emirates
SAS
3423
Spurstone Advisory Services
Connecticut
SWIG
3424
Strategic Wealth Investment Group
Kentucky
LFA
3425
Legend Financial Advisors
Pennsylvania