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UnitedHealth

3,110 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, 1,303 reducing their positions, and 296 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: 1,303

1% less funds holding

Funds holding: 3,1473,110 (-37)

4.18% less ownership

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

Holders
3,110
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
MA
1076
Montag & Associates
Georgia
$3.54M
KF
1077
KKM Financial
Illinois
$3.54M
VCM
1078
Voleon Capital Management
California
$3.53M
MWAM
1079
Manhattan West Asset Management
California
$3.53M
BMWM
1080
Brown Miller Wealth Management
Virginia
$3.51M
PL
1081
Plancorp LLC
Missouri
$3.5M
RRA
1082
Round Rock Advisors
Connecticut
$3.49M
MCB
1083
Morton Community Bank
Illinois
$3.47M
HIP
1084
Harrell Investment Partners
Texas
$3.47M
MPPW
1085
Mitchell & Pahl Private Wealth
Oklahoma
$3.45M
OL
1086
one8zero8 LLC
North Carolina
$3.45M
FFA
1087
First Foundation Advisors
California
$3.44M
AWA
1088
Aaron Wealth Advisors
Illinois
$3.42M
WCM
1089
Weik Capital Management
Pennsylvania
$3.41M
CWM
1090
Calamos Wealth Management
Illinois
$3.4M
CC
1091
Constitution Capital
Connecticut
$3.39M
DIA
1092
Dana Investment Advisors
Wisconsin
$3.39M
MNBTD
1093
Moody National Bank Trust Division
Texas
$3.39M
SWP
1094
Sagespring Wealth Partners
Tennessee
$3.39M
GMA
1095
Glassy Mountain Advisors
Maryland
$3.38M
CT
1096
Chicago Trust
Illinois
$3.36M
SIC
1097
Salem Investment Counselors
North Carolina
$3.36M
GSC
1098
G&S Capital
Colorado
$3.35M
EA
1099
Eclectic Associates
California
$3.35M
BHPW
1100
Beverly Hills Private Wealth
California
$3.35M