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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
AHC
1326
Adell Harriman & Carpenter
Texas
$2.18M
BWG
1327
Boomfish Wealth Group
Georgia
$2.17M
RCWM
1328
Royal Capital Wealth Management
Indiana
$2.17M
SIG
1329
Stonegate Investment Group
Alabama
$2.17M
SC
1330
SouthState Corp
Florida
$2.17M
SP
1331
Stonebrook Private
Michigan
$2.16M
LBWM
1332
Left Brain Wealth Management
Illinois
$2.16M
RWP
1333
RWA Wealth Partners
Massachusetts
$2.16M
GP
1334
Greenline Partners
New York
$2.15M
LJAC
1335
L.J. Altfest & Co
New York
$2.15M
DSCM
1336
Del-Sette Capital Management
New York
$2.14M
APW
1337
Aventura Private Wealth
Florida
$2.14M
TWP
1338
Tyche Wealth Partners
Texas
$2.14M
BAAM
1339
Baker Avenue Asset Management
California
$2.14M
AO
1340
Advisor OS
Illinois
$2.13M
CCB
1341
Country Club Bank
Missouri
$2.13M
SWM
1342
Sendero Wealth Management
Texas
$2.11M
GC
1343
Grimes & Company
Massachusetts
$2.11M
BHWM
1344
Bar Harbor Wealth Management
New Hampshire
$2.1M
CWP
1345
Capital Wealth Planning
Florida
$2.1M
WC
1346
Waterloo Capital
Texas
$2.09M
TCM
1347
Triumph Capital Management
Colorado
$2.09M
AF
1348
Affiance Financial
Minnesota
$2.08M
MTIC
1349
Missouri Trust & Investment Company
Missouri
$2.08M
VFM
1350
Viking Fund Management
North Dakota
$2.07M