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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
RGF
1076
Retirement Guys Formula
Ohio
$3.55M
HCMT
1077
Highland Capital Management (Tennessee)
Tennessee
$3.55M
MA
1078
Montag & Associates
Georgia
$3.54M
KF
1079
KKM Financial
Illinois
$3.54M
VCM
1080
Voleon Capital Management
California
$3.53M
MWAM
1081
Manhattan West Asset Management
California
$3.53M
BMWM
1082
Brown Miller Wealth Management
Virginia
$3.51M
PL
1083
Plancorp LLC
Missouri
$3.5M
RRA
1084
Round Rock Advisors
Connecticut
$3.49M
MCB
1085
Morton Community Bank
Illinois
$3.47M
HIP
1086
Harrell Investment Partners
Texas
$3.47M
MPPW
1087
Mitchell & Pahl Private Wealth
Oklahoma
$3.45M
OL
1088
one8zero8 LLC
North Carolina
$3.45M
FFA
1089
First Foundation Advisors
California
$3.44M
AWA
1090
Aaron Wealth Advisors
Illinois
$3.42M
WCM
1091
Weik Capital Management
Pennsylvania
$3.41M
CWM
1092
Calamos Wealth Management
Illinois
$3.4M
CC
1093
Constitution Capital
Connecticut
$3.39M
DIA
1094
Dana Investment Advisors
Wisconsin
$3.39M
MNBTD
1095
Moody National Bank Trust Division
Texas
$3.39M
SWP
1096
Sagespring Wealth Partners
Tennessee
$3.39M
GMA
1097
Glassy Mountain Advisors
Maryland
$3.38M
CT
1098
Chicago Trust
Illinois
$3.36M
SIC
1099
Salem Investment Counselors
North Carolina
$3.36M
GSC
1100
G&S Capital
Colorado
$3.35M