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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
RWP
1326
RWA Wealth Partners
Massachusetts
$2.16M
GP
1327
Greenline Partners
New York
$2.15M
LJAC
1328
L.J. Altfest & Co
New York
$2.15M
DSCM
1329
Del-Sette Capital Management
New York
$2.14M
TWP
1330
Tyche Wealth Partners
Texas
$2.14M
BAAM
1331
Baker Avenue Asset Management
California
$2.14M
AO
1332
Advisor OS
Illinois
$2.13M
CCB
1333
Country Club Bank
Missouri
$2.13M
SWM
1334
Sendero Wealth Management
Texas
$2.11M
GC
1335
Grimes & Company
Massachusetts
$2.11M
BHWM
1336
Bar Harbor Wealth Management
New Hampshire
$2.1M
CWP
1337
Capital Wealth Planning
Florida
$2.1M
WC
1338
Waterloo Capital
Texas
$2.09M
TCM
1339
Triumph Capital Management
Colorado
$2.09M
AF
1340
Affiance Financial
Minnesota
$2.08M
MTIC
1341
Missouri Trust & Investment Company
Missouri
$2.08M
VFM
1342
Viking Fund Management
North Dakota
$2.07M
BDS
1343
Banco de Sabadell
Florida
$2.07M
DA
1344
Dover Advisors
Virginia
$2.07M
BCM
1345
Birch Capital Management
Texas
$2.07M
CWM
1346
Circle Wealth Management
New Jersey
$2.06M
LIG
1347
Lokken Investment Group
Delaware
$2.05M
GFA
1348
Gifford Fong Associates
California
$2.04M
MCA
1349
Magnolia Capital Advisors
Mississippi
$2.04M
TFA
1350
Teamwork Financial Advisors
Texas
$2.03M