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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
PHS
1401
Pekin Hardy Strauss
Illinois
$1.88M
TCOT
1402
Trust Company of Toledo
Ohio
$1.87M
LAM
1403
LOM Asset Management
$1.87M
RGC
1404
Roberts, Glore & Co
Illinois
$1.87M
NCM
1405
Northside Capital Management
Oregon
$1.87M
LIM
1406
Longfellow Investment Management
Massachusetts
$1.87M
EPIMS
1407
Evelyn Partners Investment Management Services
$1.87M
NW
1408
Naviter Wealth
Arkansas
$1.87M
PCS
1409
Personal CFO Solutions
New Jersey
$1.86M
FAM
1410
Formidable Asset Management
Ohio
$1.86M
ACL
1411
Applied Capital LLC
Florida
$1.86M
CCG
1412
Ceeto Capital Group
Florida
$1.85M
MC
1413
Moors & Cabot
Massachusetts
$1.84M
PP
1414
PDS Planning
Ohio
$1.84M
FSWA
1415
Financial Synergies Wealth Advisors
Texas
$1.82M
WE
1416
Wealth Effects
Massachusetts
$1.82M
MIM
1417
Morningstar Investment Management
Illinois
$1.82M
PSB
1418
Piscataqua Savings Bank
New Hampshire
$1.82M
LA
1419
Lindenwold Advisors
Pennsylvania
$1.81M
BCA
1420
Bay Colony Advisors
Massachusetts
$1.81M
AC
1421
AlphaCore Capital
California
$1.81M
IAS
1422
IMA Advisory Services
Colorado
$1.81M
DFC
1423
DB Fitzpatrick & Co
Idaho
$1.81M
WAAG
1424
Wealth Alliance Advisory Group
Kansas
$1.81M
MFA
1425
Mayflower Financial Advisors
Massachusetts
$1.81M