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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
MMA
1176
Miracle Mile Advisors
California
$2.94M
FFA
1177
Fragasso Financial Advisors
Pennsylvania
$2.93M
MW
1178
Maia Wealth
Colorado
$2.93M
PWM
1179
Perigon Wealth Management
California
$2.92M
FAM
1180
Fulcrum Asset Management
United Kingdom
$2.91M
BAM
1181
Berkshire Asset Management
Pennsylvania
$2.91M
BA
1182
Bristlecone Advisors
Washington
$2.9M
SC
1183
Syon Capital
California
$2.89M
KIC
1184
Kensington Investment Counsel
California
$2.89M
SIAG
1185
Signet Investment Advisory Group
Rhode Island
$2.88M
VFG
1186
V2 Financial group
Illinois
$2.88M
DC
1187
DeDora Capital
California
$2.88M
CWAG
1188
Compton Wealth Advisory Group
Virginia
$2.88M
FLI
1189
Family Legacy Inc
South Carolina
$2.88M
GAA
1190
Global Assets Advisory
Florida
$2.87M
P
1191
Pitcairn
Pennsylvania
$2.87M
SMA
1192
Sage Mountain Advisors
Georgia
$2.86M
GI
1193
GS Investments
Minnesota
$2.86M
HIC
1194
Holderness Investments Company
North Carolina
$2.85M
PT
1195
Plimoth Trust
Massachusetts
$2.85M
AFCM
1196
Applied Finance Capital Management
Puerto Rico
$2.83M
HCM
1197
Hillman Capital Management
Maryland
$2.82M
EWM
1198
Empirical Wealth Management
Washington
$2.82M
TAA
1199
TB Alternative Assets
Cayman Islands
$2.82M
KA
1200
Kintegral Advisory
New York
$2.81M