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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
BIG
1301
Brooklyn Investment Group
New York
$2.26M
BWM
1302
BCGM Wealth Management
Indiana
$2.25M
ICP
1303
Impact Capital Partners
Colorado
$2.25M
JCM
1304
Janney Capital Management
Pennsylvania
$2.25M
SFI
1305
SPC Financial Inc
Maryland
$2.24M
CT
1306
Coastline Trust
Rhode Island
$2.24M
PTC
1307
Private Trust Company
Ohio
$2.24M
BFO
1308
Boston Family Office
Massachusetts
$2.24M
TCCM
1309
Timber Creek Capital Management
Massachusetts
$2.23M
EWA
1310
EverSource Wealth Advisors
Alabama
$2.22M
HFM
1311
Hartford Financial Management
Connecticut
$2.21M
MYLI
1312
Meiji Yasuda Life Insurance
Japan
$2.21M
EP
1313
Edgestream Partners
New Jersey
$2.2M
CA
1314
Claro Advisors
Massachusetts
$2.2M
FLPIM
1315
F.L. Putnam Investment Management
Massachusetts
$2.2M
TFS
1316
Thoroughbred Financial Services
Tennessee
$2.2M
LWA
1317
Lineweaver Wealth Advisors
Ohio
$2.19M
ANBT
1318
American National Bank & Trust
Texas
$2.18M
AHC
1319
Adell Harriman & Carpenter
Texas
$2.18M
BWG
1320
Boomfish Wealth Group
Georgia
$2.17M
RCWM
1321
Royal Capital Wealth Management
Indiana
$2.17M
SIG
1322
Stonegate Investment Group
Alabama
$2.17M
SC
1323
SouthState Corp
Florida
$2.17M
SP
1324
Stonebrook Private
Michigan
$2.16M
LBWM
1325
Left Brain Wealth Management
Illinois
$2.16M