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