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UnitedHealth

3,122 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, 1,308 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: $ → $

1% less funds holding

Funds holding: 3,1533,122 (-31)

4% less repeat investments, than reductions

Existing positions increased: 1,255 | Existing positions reduced: 1,308

4.26% less ownership

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

Holders
3,122
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
CCM
751
Coldstream Capital Management
Washington
$7.82M
IWA
752
IBEX Wealth Advisors
New Jersey
$7.82M
VFA
753
Valeo Financial Advisors
Indiana
$7.79M
VPI
754
Value Partners Investments
Manitoba, Canada
$7.73M
MCM
755
Mattern Capital Management
Colorado
$7.72M
MPIM
756
McGinn Penninger Investment Management
Virginia
$7.7M
AWA
757
Arkadios Wealth Advisors
Georgia
$7.69M
Group One Trading
758
Group One Trading
Illinois
$7.67M
MGIA
759
Moneta Group Investment Advisors
Missouri
$7.65M
BIA
760
Biondo Investment Advisors
Pennsylvania
$7.62M
TRCT
761
Tower Research Capital (TRC)
New York
$7.59M
GF
762
Gabelli Funds
New York
$7.59M
MWM
763
Marietta Wealth Management
Georgia
$7.58M
AG
764
Ascent Group
Virginia
$7.57M
KFS
765
Kurt F. Somerville
$7.54M
IEFM
766
IQ EQ Fund Management
Ireland
$7.53M
LNWWM
767
Laird Norton Wetherby Wealth Management
California
$7.52M
BCM
768
Bretton Capital Management
California
$7.49M
PIM
769
Penobscot Investment Management
Massachusetts
$7.49M
S
770
SignatureFD
Georgia
$7.47M
CCA
771
Checchi Capital Advisers
California
$7.45M
BWM
772
Bulltick Wealth Management
Florida
$7.41M
LBC
773
Lowe Brockenbrough & Co
Virginia
$7.36M
TSW
774
Thompson Siegel & Walmsley
Virginia
$7.33M
VF
775
Vest Financial
Virginia
$7.32M