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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
AWM
1076
Avior Wealth Management
Nebraska
$3.57M
AI
1077
Accredited Investors
Minnesota
$3.57M
SFG
1078
SevenBridge Financial Group
Pennsylvania
$3.56M
HCA
1079
Harbour Capital Advisors
Virginia
$3.56M
RGF
1080
Retirement Guys Formula
Ohio
$3.55M
HCMT
1081
Highland Capital Management (Tennessee)
Tennessee
$3.55M
MA
1082
Montag & Associates
Georgia
$3.54M
KF
1083
KKM Financial
Illinois
$3.54M
VCM
1084
Voleon Capital Management
California
$3.53M
MWAM
1085
Manhattan West Asset Management
California
$3.53M
BMWM
1086
Brown Miller Wealth Management
Virginia
$3.51M
PL
1087
Plancorp LLC
Missouri
$3.5M
RRA
1088
Round Rock Advisors
Connecticut
$3.49M
MCB
1089
Morton Community Bank
Illinois
$3.47M
HIP
1090
Harrell Investment Partners
Texas
$3.47M
MPPW
1091
Mitchell & Pahl Private Wealth
Oklahoma
$3.45M
OL
1092
one8zero8 LLC
North Carolina
$3.45M
FFA
1093
First Foundation Advisors
California
$3.44M
AWA
1094
Aaron Wealth Advisors
Illinois
$3.42M
WCM
1095
Weik Capital Management
Pennsylvania
$3.41M
CWM
1096
Calamos Wealth Management
Illinois
$3.4M
CC
1097
Constitution Capital
Connecticut
$3.39M
DIA
1098
Dana Investment Advisors
Wisconsin
$3.39M
MNBTD
1099
Moody National Bank Trust Division
Texas
$3.39M
SWP
1100
Sagespring Wealth Partners
Tennessee
$3.39M