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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
BCM
1226
Becker Capital Management
Oregon
$2.62M
BDFN
1227
Bond & Devick Financial Network
Minnesota
$2.61M
CF
1228
Centaurus Financial
California
$2.61M
TPCW
1229
TD Private Client Wealth
New York
$2.6M
UIA
1230
Ulland Investment Advisors
Minnesota
$2.6M
DRD
1231
Dennis R. Delaney
$2.6M
SAM
1232
Smartleaf Asset Management
Massachusetts
$2.6M
HCM
1233
Howard Capital Management
Georgia
$2.6M
SJL
1234
Shayne & Jacobs LLC
Tennessee
$2.59M
BOC
1235
Barbara Oil Co
Illinois
$2.59M
MLFP
1236
MPS Loria Financial Planners
Illinois
$2.59M
FFG
1237
Floyd Financial Group
Missouri
$2.58M
PWAM
1238
Pinnacle West Asset Management
Wyoming
$2.58M
WWM
1239
WT Wealth Management
Arizona
$2.57M
VNA
1240
Valley National Advisers
Pennsylvania
$2.57M
PFW
1241
Petros Family Wealth
Minnesota
$2.57M
EFMC
1242
Empire Financial Management Company
New York
$2.56M
MMG
1243
Monetary Management Group
Missouri
$2.56M
GS
1244
GWN Securities
Florida
$2.56M
PWMAG
1245
Pinnacle Wealth Management Advisory Group
New Jersey
$2.55M
TFIPS
1246
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.55M
BTI
1247
Blue Trust Inc
Georgia
$2.54M
NCM
1248
Narwhal Capital Management
Georgia
$2.54M
V
1249
ViaWealth
Kansas
$2.53M
TAIM
1250
Te Ahumairangi Investment Management
New Zealand
$2.52M