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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
CNBTD
826
Citizens National Bank Trust Department
Mississippi
$6.22M
RC
827
Roundview Capital
New Jersey
$6.2M
TS
828
Triglav Skladi
Slovenia
$6.2M
RWM
829
Ritholtz Wealth Management
New York
$6.2M
IAN
830
Integrated Advisors Network
Texas
$6.2M
AM
831
AGF Management
Ontario, Canada
$6.19M
VFM
832
Vision Financial Markets
Connecticut
$6.18M
SSG
833
Summit Securities Group
New York
$6.17M
LNB
834
Ledyard National Bank
$6.15M
APM
835
Avidity Partners Management
Texas
$6.15M
BCM
836
Brookstone Capital Management
Illinois
$6.12M
NP
837
NorthRock Partners
Minnesota
$6.11M
ITC
838
Inspire Trust Company
Nevada
$6.11M
BPC
839
Bearing Point Capital
Minnesota
$6.07M
CA
840
Clearstead Advisors
Ohio
$6.03M
SWM
841
Spire Wealth Management
Virginia
$6.01M
LSPW
842
Lake Street Private Wealth
Illinois
$6.01M
FIA
843
Foundations Investment Advisors
Arizona
$5.99M
PFA
844
Pure Financial Advisors
California
$5.99M
BBHC
845
Brown Brothers Harriman & Co
New York
$5.96M
CK
846
Cohen Klingenstein
New York
$5.96M
GWWM
847
Great Waters Wealth Management
Minnesota
$5.96M
ACM
848
AlphaStar Capital Management
North Carolina
$5.93M
AAS
849
Annex Advisory Services
Wisconsin
$5.93M
KCM
850
Kornitzer Capital Management
Kansas
$5.93M