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UnitedHealth

3,108 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 334 funds opening new positions, 1,250 increasing their positions, 1,301 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: 1,250 | Existing positions reduced: 1,301

1% less funds holding

Funds holding: 3,1473,108 (-39)

4.18% less ownership

Funds ownership: 85.04%80.86% (-4.2%)

Holders
3,108
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
PMWMG
976
Parr McKnight Wealth Management Group
Minnesota
$4.55M
FHA
977
Flagship Harbor Advisors
Massachusetts
$4.54M
GIC
978
Generali Investments CEE
Czech Republic
$4.52M
HAS
979
HBW Advisory Services
California
$4.51M
SG
980
StoneX Group
New York
$4.5M
KA
981
Kerrisdale Advisers
Florida
$4.5M
NAS
982
NWF Advisory Services
California
$4.49M
TW
983
TritonPoint Wealth
Maryland
$4.49M
IA
984
IFP Advisors
Florida
$4.49M
ERIC
985
Eagle Rock Investment Company
Georgia
$4.46M
LWMM
986
Legacy Wealth Management (Mississippi)
Mississippi
$4.45M
AF
987
Aviso Financial
Ontario, Canada
$4.45M
SSWM
988
Smith Salley Wealth Management
North Carolina
$4.45M
NGA
989
Naples Global Advisors
Florida
$4.43M
BSG
990
Black Swift Group
Colorado
$4.42M
CPC
991
CFC Planning Company
Indiana
$4.41M
MWA
992
Meridian Wealth Advisors
Texas
$4.4M
BPWM
993
Badgley Phelps Wealth Managers
Washington
$4.39M
JFGIW
994
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.35M
CCM
995
Collar Capital Management
Wisconsin
$4.35M
SLFPAM
996
St. Louis Financial Planners Asset Management
Missouri
$4.33M
NED
997
Nancy E. Dempze
$4.33M
CPBTD
998
Central Pacific Bank - Trust Division
Hawaii
$4.32M
MAMNY
999
Marathon Asset Management (New York)
New York
$4.32M
IAIM
1000
International Assets Investment Management
Florida
$4.31M