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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
RWM
976
Rench Wealth Management
Texas
$4.56M
MFS
977
Mattson Financial Services
Michigan
$4.55M
PMWMG
978
Parr McKnight Wealth Management Group
Minnesota
$4.55M
FHA
979
Flagship Harbor Advisors
Massachusetts
$4.54M
GIC
980
Generali Investments CEE
Czech Republic
$4.52M
HAS
981
HBW Advisory Services
California
$4.51M
SG
982
StoneX Group
New York
$4.5M
KA
983
Kerrisdale Advisers
Florida
$4.5M
NAS
984
NWF Advisory Services
California
$4.49M
TW
985
TritonPoint Wealth
Maryland
$4.49M
IA
986
IFP Advisors
Florida
$4.49M
ERIC
987
Eagle Rock Investment Company
Georgia
$4.46M
LWMM
988
Legacy Wealth Management (Mississippi)
Mississippi
$4.45M
AF
989
Aviso Financial
Ontario, Canada
$4.45M
SSWM
990
Smith Salley Wealth Management
North Carolina
$4.45M
NGA
991
Naples Global Advisors
Florida
$4.43M
BSG
992
Black Swift Group
Colorado
$4.42M
CPC
993
CFC Planning Company
Indiana
$4.41M
MWA
994
Meridian Wealth Advisors
Texas
$4.4M
BPWM
995
Badgley Phelps Wealth Managers
Washington
$4.39M
JFGIW
996
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.35M
CCM
997
Collar Capital Management
Wisconsin
$4.35M
SLFPAM
998
St. Louis Financial Planners Asset Management
Missouri
$4.33M
NED
999
Nancy E. Dempze
$4.33M
CPBTD
1000
Central Pacific Bank - Trust Division
Hawaii
$4.32M