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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
GFA
1351
Gifford Fong Associates
California
$2.04M
MCA
1352
Magnolia Capital Advisors
Mississippi
$2.04M
TFA
1353
Teamwork Financial Advisors
Texas
$2.03M
MFG
1354
Magnus Financial Group
New York
$2.03M
SWCM
1355
Sullivan Wood Capital Management
District of Columbia
$2.03M
SGI
1356
Summit Global Investments
Utah
$2.03M
HPC
1357
HM Payson & Co
Maine
$2.02M
STB
1358
S&T Bank
Pennsylvania
$2.02M
AAS
1359
Ameritas Advisory Services
Nebraska
$2.02M
AA
1360
Advisory Alpha
Michigan
$2.01M
ATFA
1361
All Terrain Financial Advisors
Minnesota
$2.01M
KCM
1362
Kathmere Capital Management
Pennsylvania
$2.01M
RPCONE
1363
Retirement Planning Company of New England
Rhode Island
$2M
APP
1364
Avantax Planning Partners
Iowa
$2M
CI
1365
Cherokee Insurance
Michigan
$2M
WA
1366
Wealth Architects
California
$2M
TC
1367
TownSquare Capital
Utah
$1.99M
EWM
1368
Evergreen Wealth Management
Michigan
$1.98M
CB
1369
Community Bank
New York
$1.98M
LFG
1370
Larson Financial Group
Missouri
$1.98M
CWP
1371
Cyndeo Wealth Partners
Florida
$1.98M
AWA
1372
Arete Wealth Advisors
Illinois
$1.97M
CCM
1373
Cinctive Capital Management
New York
$1.96M
MAM
1374
Mystic Asset Management
Rhode Island
$1.96M
KAS
1375
KPP Advisory Services
Kentucky
$1.96M