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UnitedHealth

3,104 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, 1,298 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: 1,298

1% less funds holding

Funds holding: 3,1463,104 (-42)

4.19% less ownership

Funds ownership: 85.04%80.85% (-4.2%)

Holders
3,104
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
RWM
826
Ritholtz Wealth Management
New York
$6.2M
IAN
827
Integrated Advisors Network
Texas
$6.2M
AM
828
AGF Management
Ontario, Canada
$6.19M
VFM
829
Vision Financial Markets
Connecticut
$6.18M
SSG
830
Summit Securities Group
New York
$6.17M
LNB
831
Ledyard National Bank
$6.15M
APM
832
Avidity Partners Management
Texas
$6.15M
BCM
833
Brookstone Capital Management
Illinois
$6.12M
NP
834
NorthRock Partners
Minnesota
$6.11M
ITC
835
Inspire Trust Company
Nevada
$6.11M
BPC
836
Bearing Point Capital
Minnesota
$6.07M
CA
837
Clearstead Advisors
Ohio
$6.03M
SWM
838
Spire Wealth Management
Virginia
$6.01M
LSPW
839
Lake Street Private Wealth
Illinois
$6.01M
FIA
840
Foundations Investment Advisors
Arizona
$5.99M
PFA
841
Pure Financial Advisors
California
$5.99M
BBHC
842
Brown Brothers Harriman & Co
New York
$5.96M
CK
843
Cohen Klingenstein
New York
$5.96M
GWWM
844
Great Waters Wealth Management
Minnesota
$5.96M
ACM
845
AlphaStar Capital Management
North Carolina
$5.93M
AAS
846
Annex Advisory Services
Wisconsin
$5.93M
KCM
847
Kornitzer Capital Management
Kansas
$5.93M
BG
848
BDF Gestion
France
$5.92M
MWM
849
Meridian Wealth Management
Kentucky
$5.91M
HCM
850
Hodges Capital Management
Texas
$5.89M