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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
B
876
Bellecapital
Switzerland
$5.68M
SPC
877
Sigma Planning Corp
Michigan
$5.66M
LGWM
878
Litman Gregory Wealth Management
California
$5.64M
TCBWMS
879
Texas Capital Bank Wealth Management Services
Texas
$5.64M
MAM
880
Morse Asset Management
Connecticut
$5.62M
KFP
881
KMG Fiduciary Partners
Ohio
$5.62M
CWM
882
Chemistry Wealth Management
New York
$5.59M
RS
883
Rakuten Securities
Japan
$5.59M
BP
884
Ballentine Partners
Massachusetts
$5.58M
GAM
885
Griffin Asset Management
New York
$5.55M
MWM
886
Mission Wealth Management
California
$5.54M
BEC
887
Blue Edge Capital
Virginia
$5.53M
DJSG
888
D.J. St. Germain
Massachusetts
$5.51M
BCV
889
Banque Cantonale Vaudoise
Switzerland
$5.51M
FPAS
890
Focus Partners Advisor Solutions
Missouri
$5.5M
GCM
891
Genus Capital Management
British Columbia, Canada
$5.5M
SC
892
Stolper & Co
Oklahoma
$5.5M
GAG
893
GM Advisory Group
New York
$5.47M
WPC
894
Wedmont Private Capital
Pennsylvania
$5.47M
AF
895
Alerus Financial
North Dakota
$5.46M
PA
896
Profund Advisors
Maryland
$5.44M
LCM
897
Liberty Capital Management
Michigan
$5.44M
BCM
898
Brasada Capital Management
Texas
$5.42M
BI
899
Ballast Inc
Kentucky
$5.42M
FIA
900
FNY Investment Advisers
New York
$5.41M