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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
SFG
776
Sather Financial Group
Texas
$7.28M
JWCA
777
J.W. Cole Advisors
Florida
$7.21M
ECM
778
ExodusPoint Capital Management
New York
$7.18M
HH
779
Hilltop Holdings
Texas
$7.16M
HFS
780
Hantz Financial Services
Michigan
$7.15M
KA
781
Kovack Advisors
Florida
$7.12M
SLWA
782
San Luis Wealth Advisors
California
$7.03M
HIA
783
Harbor Investment Advisory
Maryland
$7.03M
GWM
784
Greenwich Wealth Management
Connecticut
$6.95M
LDB
785
Lee, Danner & Bass
Tennessee
$6.93M
CG
786
Caprock Group
Idaho
$6.93M
AP
787
Archon Partners
New Jersey
$6.91M
CIA
788
Capital Investment Advisors
Georgia
$6.88M
ECM
789
Evergreen Capital Management
Washington
$6.86M
VA
790
VestGen Advisors
Illinois
$6.85M
CGH
791
Crossmark Global Holdings
Texas
$6.84M
PC
792
Permanens Capital
New York
$6.83M
AG
793
AlTi Global
New York
$6.82M
ACM
794
Advisors Capital Management
New Jersey
$6.81M
MJP
795
Michael J. Puzo
$6.77M
BCB
796
Brian C. Broderick
$6.76M
PJSIMP
797
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.72M
SFO
798
Stenger Family Office
Illinois
$6.7M
BHCM
799
Brevan Howard Capital Management
Jersey
$6.69M
BP
800
BNP Paribas
France
$6.68M