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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

4.25% 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
MWM
1301
MFG Wealth Management
Indiana
$2.26M
BFA
1302
Brown Financial Advisors
Ohio
$2.26M
BIG
1303
Brooklyn Investment Group
New York
$2.26M
BWM
1304
BCGM Wealth Management
Indiana
$2.25M
ICP
1305
Impact Capital Partners
Colorado
$2.25M
JCM
1306
Janney Capital Management
Pennsylvania
$2.25M
SFI
1307
SPC Financial Inc
Maryland
$2.24M
CT
1308
Coastline Trust
Rhode Island
$2.24M
PTC
1309
Private Trust Company
Ohio
$2.24M
BFO
1310
Boston Family Office
Massachusetts
$2.24M
TCCM
1311
Timber Creek Capital Management
Massachusetts
$2.23M
EWA
1312
EverSource Wealth Advisors
Alabama
$2.22M
HFM
1313
Hartford Financial Management
Connecticut
$2.21M
MYLI
1314
Meiji Yasuda Life Insurance
Japan
$2.21M
EP
1315
Edgestream Partners
New Jersey
$2.2M
CA
1316
Claro Advisors
Massachusetts
$2.2M
FLPIM
1317
F.L. Putnam Investment Management
Massachusetts
$2.2M
TFS
1318
Thoroughbred Financial Services
Tennessee
$2.2M
LWA
1319
Lineweaver Wealth Advisors
Ohio
$2.19M
ANBT
1320
American National Bank & Trust
Texas
$2.18M
AHC
1321
Adell Harriman & Carpenter
Texas
$2.18M
BWG
1322
Boomfish Wealth Group
Georgia
$2.17M
RCWM
1323
Royal Capital Wealth Management
Indiana
$2.17M
SIG
1324
Stonegate Investment Group
Alabama
$2.17M
SC
1325
SouthState Corp
Florida
$2.17M