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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
MIA
826
MMBG Investment Advisors
Florida
$6.3M
B
827
Bensler
Washington
$6.3M
GT
828
Greenleaf Trust
Michigan
$6.28M
CNBTD
829
Citizens National Bank Trust Department
Mississippi
$6.22M
RC
830
Roundview Capital
New Jersey
$6.2M
TS
831
Triglav Skladi
Slovenia
$6.2M
RWM
832
Ritholtz Wealth Management
New York
$6.2M
IAN
833
Integrated Advisors Network
Texas
$6.2M
AM
834
AGF Management
Ontario, Canada
$6.19M
VFM
835
Vision Financial Markets
Connecticut
$6.18M
SSG
836
Summit Securities Group
New York
$6.17M
LNB
837
Ledyard National Bank
$6.15M
APM
838
Avidity Partners Management
Texas
$6.15M
BCM
839
Brookstone Capital Management
Illinois
$6.12M
NP
840
NorthRock Partners
Minnesota
$6.11M
ITC
841
Inspire Trust Company
Nevada
$6.11M
BPC
842
Bearing Point Capital
Minnesota
$6.07M
CA
843
Clearstead Advisors
Ohio
$6.03M
SWM
844
Spire Wealth Management
Virginia
$6.01M
LSPW
845
Lake Street Private Wealth
Illinois
$6.01M
FIA
846
Foundations Investment Advisors
Arizona
$5.99M
PFA
847
Pure Financial Advisors
California
$5.99M
BBHC
848
Brown Brothers Harriman & Co
New York
$5.96M
CK
849
Cohen Klingenstein
New York
$5.96M
GWWM
850
Great Waters Wealth Management
Minnesota
$5.96M