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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
SIC
976
Sigma Investment Counselors
Michigan
$4.59M
PCTC
977
Perkins Coie Trust Company
Washington
$4.58M
FRA
978
Frank Rimerman Advisors
California
$4.58M
MWM
979
Modera Wealth Management
New Jersey
$4.57M
RWM
980
Rench Wealth Management
Texas
$4.56M
MFS
981
Mattson Financial Services
Michigan
$4.55M
PMWMG
982
Parr McKnight Wealth Management Group
Minnesota
$4.55M
FHA
983
Flagship Harbor Advisors
Massachusetts
$4.54M
GIC
984
Generali Investments CEE
Czech Republic
$4.52M
HAS
985
HBW Advisory Services
California
$4.51M
SG
986
StoneX Group
New York
$4.5M
KA
987
Kerrisdale Advisers
Florida
$4.5M
NAS
988
NWF Advisory Services
California
$4.49M
TW
989
TritonPoint Wealth
Maryland
$4.49M
IA
990
IFP Advisors
Florida
$4.47M
ERIC
991
Eagle Rock Investment Company
Georgia
$4.46M
LWMM
992
Legacy Wealth Management (Mississippi)
Mississippi
$4.45M
AF
993
Aviso Financial
Ontario, Canada
$4.45M
SSWM
994
Smith Salley Wealth Management
North Carolina
$4.45M
NGA
995
Naples Global Advisors
Florida
$4.43M
BSG
996
Black Swift Group
Colorado
$4.42M
CPC
997
CFC Planning Company
Indiana
$4.41M
MWA
998
Meridian Wealth Advisors
Texas
$4.4M
BPWM
999
Badgley Phelps Wealth Managers
Washington
$4.39M
JFGIW
1000
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.35M