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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
CWP
1376
Cyndeo Wealth Partners
Florida
$1.98M
AWA
1377
Arete Wealth Advisors
Illinois
$1.97M
CCM
1378
Cinctive Capital Management
New York
$1.96M
MAM
1379
Mystic Asset Management
Rhode Island
$1.96M
KAS
1380
KPP Advisory Services
Kentucky
$1.96M
TFP
1381
Tilia Fiduciary Partners
North Carolina
$1.96M
SW
1382
SlateStone Wealth
Florida
$1.95M
OTL
1383
Oak Thistle LLC
New York
$1.95M
JSW
1384
Journey Strategic Wealth
New Jersey
$1.95M
SWA
1385
Stratos Wealth Advisors
Ohio
$1.94M
SIC
1386
Samalin Investment Counsel
New York
$1.94M
CMAI
1387
Capital Management Associates Inc
Minnesota
$1.94M
EWM
1388
Elmwood Wealth Management
California
$1.94M
IC
1389
Inscription Capital
Texas
$1.93M
KIM
1390
Kestra Investment Management
Texas
$1.93M
TP
1391
Tranquility Partners
Tennessee
$1.92M
RMDI
1392
R.M. Davis Inc
Maine
$1.92M
HNW
1393
High Note Wealth
Minnesota
$1.91M
MTC
1394
Matrix Trust Company
Colorado
$1.91M
LCM
1395
Lazari Capital Management
California
$1.91M
TSWM
1396
Triangle Securities Wealth Management
North Carolina
$1.9M
MCM
1397
Manchester Capital Management
Vermont
$1.9M
FNBOO
1398
First National Bank of Omaha
Nebraska
$1.9M
AC
1399
Avestar Capital
New York
$1.9M
MYIA
1400
Mount Yale Investment Advisors
Colorado
$1.89M