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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
RA
1301
RFG Advisory
Alabama
$2.28M
BWCS
1302
Beirne Wealth Consulting Services
Connecticut
$2.28M
SSA
1303
Sierra Summit Advisors
Nevada
$2.27M
LCM
1304
Legato Capital Management
California
$2.27M
TAP
1305
Tounjian Advisory Partners
Florida
$2.26M
MWM
1306
MFG Wealth Management
Indiana
$2.26M
BFA
1307
Brown Financial Advisors
Ohio
$2.26M
BIG
1308
Brooklyn Investment Group
New York
$2.26M
BWM
1309
BCGM Wealth Management
Indiana
$2.25M
ICP
1310
Impact Capital Partners
Colorado
$2.25M
JCM
1311
Janney Capital Management
Pennsylvania
$2.25M
SFI
1312
SPC Financial Inc
Maryland
$2.24M
CT
1313
Coastline Trust
Rhode Island
$2.24M
PTC
1314
Private Trust Company
Ohio
$2.24M
BFO
1315
Boston Family Office
Massachusetts
$2.24M
TCCM
1316
Timber Creek Capital Management
Massachusetts
$2.23M
EWA
1317
EverSource Wealth Advisors
Alabama
$2.22M
HFM
1318
Hartford Financial Management
Connecticut
$2.21M
MYLI
1319
Meiji Yasuda Life Insurance
Japan
$2.21M
EP
1320
Edgestream Partners
New Jersey
$2.2M
CA
1321
Claro Advisors
Massachusetts
$2.2M
FLPIM
1322
F.L. Putnam Investment Management
Massachusetts
$2.2M
TFS
1323
Thoroughbred Financial Services
Tennessee
$2.2M
LWA
1324
Lineweaver Wealth Advisors
Ohio
$2.19M
ANBT
1325
American National Bank & Trust
Texas
$2.18M