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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
BDS
1351
Banco de Sabadell
Florida
$2.07M
DA
1352
Dover Advisors
Virginia
$2.07M
BCM
1353
Birch Capital Management
Texas
$2.07M
CWM
1354
Circle Wealth Management
New Jersey
$2.06M
LIG
1355
Lokken Investment Group
Delaware
$2.05M
GFA
1356
Gifford Fong Associates
California
$2.04M
MCA
1357
Magnolia Capital Advisors
Mississippi
$2.04M
TFA
1358
Teamwork Financial Advisors
Texas
$2.03M
MFG
1359
Magnus Financial Group
New York
$2.03M
SWCM
1360
Sullivan Wood Capital Management
District of Columbia
$2.03M
SGI
1361
Summit Global Investments
Utah
$2.03M
HPC
1362
HM Payson & Co
Maine
$2.02M
STB
1363
S&T Bank
Pennsylvania
$2.02M
AAS
1364
Ameritas Advisory Services
Nebraska
$2.02M
AA
1365
Advisory Alpha
Michigan
$2.01M
ATFA
1366
All Terrain Financial Advisors
Minnesota
$2.01M
KCM
1367
Kathmere Capital Management
Pennsylvania
$2.01M
RPCONE
1368
Retirement Planning Company of New England
Rhode Island
$2M
APP
1369
Avantax Planning Partners
Iowa
$2M
CI
1370
Cherokee Insurance
Michigan
$2M
WA
1371
Wealth Architects
California
$2M
TC
1372
TownSquare Capital
Utah
$1.99M
EWM
1373
Evergreen Wealth Management
Michigan
$1.98M
CB
1374
Community Bank
New York
$1.98M
LFG
1375
Larson Financial Group
Missouri
$1.98M