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UnitedHealth

3,110 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 334 funds opening new positions, 1,250 increasing their positions, 1,303 reducing their positions, and 296 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: $ → $

4% less repeat investments, than reductions

Existing positions increased: 1,250 | Existing positions reduced: 1,303

1% less funds holding

Funds holding: 3,1473,110 (-37)

4.18% less ownership

Funds ownership: 85.04%80.86% (-4.2%)

Holders
3,110
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
PCS
1401
Personal CFO Solutions
New Jersey
$1.86M
FAM
1402
Formidable Asset Management
Ohio
$1.86M
ACL
1403
Applied Capital LLC
Florida
$1.86M
CCG
1404
Ceeto Capital Group
Florida
$1.85M
MC
1405
Moors & Cabot
Massachusetts
$1.84M
PP
1406
PDS Planning
Ohio
$1.84M
FSWA
1407
Financial Synergies Wealth Advisors
Texas
$1.82M
WE
1408
Wealth Effects
Massachusetts
$1.82M
MIM
1409
Morningstar Investment Management
Illinois
$1.82M
PSB
1410
Piscataqua Savings Bank
New Hampshire
$1.82M
LA
1411
Lindenwold Advisors
Pennsylvania
$1.81M
BCA
1412
Bay Colony Advisors
Massachusetts
$1.81M
AC
1413
AlphaCore Capital
California
$1.81M
IAS
1414
IMA Advisory Services
Colorado
$1.81M
DFC
1415
DB Fitzpatrick & Co
Idaho
$1.81M
WAAG
1416
Wealth Alliance Advisory Group
Kansas
$1.81M
MFA
1417
Mayflower Financial Advisors
Massachusetts
$1.81M
RLWM
1418
RF&L Wealth Management
Massachusetts
$1.8M
FBT
1419
First Bankers Trust
Kentucky
$1.8M
NWMG
1420
National Wealth Management Group
Ohio
$1.8M
CTC
1421
Cetera Trust Company
Minnesota
$1.8M
GI
1422
GLOBALT Investments
Georgia
$1.8M
VA
1423
Valmark Advisers
Ohio
$1.8M
PCMK
1424
Paragon Capital Management (Kansas)
Kansas
$1.8M
CFP
1425
Catalyst Financial Partners
Massachusetts
$1.79M