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UnitedHealth

3,103 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 335 funds opening new positions, 1,248 increasing their positions, 1,297 reducing their positions, and 295 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: 1,248 | Existing positions reduced: 1,297

1% less funds holding

Funds holding: 3,1463,103 (-43)

4.2% less ownership

Funds ownership: 85.04%80.84% (-4.2%)

Holders
3,103
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
98
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
HFS
776
Hantz Financial Services
Michigan
$7.15M
KA
777
Kovack Advisors
Florida
$7.12M
SLWA
778
San Luis Wealth Advisors
California
$7.03M
HIA
779
Harbor Investment Advisory
Maryland
$7.03M
GWM
780
Greenwich Wealth Management
Connecticut
$6.95M
LDB
781
Lee, Danner & Bass
Tennessee
$6.93M
CG
782
Caprock Group
Idaho
$6.93M
AP
783
Archon Partners
New Jersey
$6.91M
CIA
784
Capital Investment Advisors
Georgia
$6.88M
ECM
785
Evergreen Capital Management
Washington
$6.86M
VA
786
VestGen Advisors
Illinois
$6.85M
CGH
787
Crossmark Global Holdings
Texas
$6.84M
PC
788
Permanens Capital
New York
$6.83M
AG
789
AlTi Global
New York
$6.82M
ACM
790
Advisors Capital Management
New Jersey
$6.81M
MJP
791
Michael J. Puzo
$6.77M
BCB
792
Brian C. Broderick
$6.76M
PJSIMP
793
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.72M
SFO
794
Stenger Family Office
Illinois
$6.7M
BHCM
795
Brevan Howard Capital Management
Jersey
$6.69M
BP
796
BNP Paribas
France
$6.68M
TWM
797
Tradition Wealth Management
Minnesota
$6.65M
AAMU
798
APG Asset Management US
New York
$6.65M
CCP
799
Clough Capital Partners
Massachusetts
$6.63M
EW
800
Evoke Wealth
California
$6.62M