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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
LIM
1401
Longfellow Investment Management
Massachusetts
$1.87M
EPIMS
1402
Evelyn Partners Investment Management Services
$1.87M
NW
1403
Naviter Wealth
Arkansas
$1.87M
PCS
1404
Personal CFO Solutions
New Jersey
$1.86M
FAM
1405
Formidable Asset Management
Ohio
$1.86M
ACL
1406
Applied Capital LLC
Florida
$1.86M
CCG
1407
Ceeto Capital Group
Florida
$1.85M
MC
1408
Moors & Cabot
Massachusetts
$1.84M
PP
1409
PDS Planning
Ohio
$1.84M
FSWA
1410
Financial Synergies Wealth Advisors
Texas
$1.82M
WE
1411
Wealth Effects
Massachusetts
$1.82M
MIM
1412
Morningstar Investment Management
Illinois
$1.82M
PSB
1413
Piscataqua Savings Bank
New Hampshire
$1.82M
LA
1414
Lindenwold Advisors
Pennsylvania
$1.81M
BCA
1415
Bay Colony Advisors
Massachusetts
$1.81M
AC
1416
AlphaCore Capital
California
$1.81M
IAS
1417
IMA Advisory Services
Colorado
$1.81M
DFC
1418
DB Fitzpatrick & Co
Idaho
$1.81M
WAAG
1419
Wealth Alliance Advisory Group
Kansas
$1.81M
MFA
1420
Mayflower Financial Advisors
Massachusetts
$1.81M
RLWM
1421
RF&L Wealth Management
Massachusetts
$1.8M
FBT
1422
First Bankers Trust
Kentucky
$1.8M
NWMG
1423
National Wealth Management Group
Ohio
$1.8M
CTC
1424
Cetera Trust Company
Minnesota
$1.8M
GI
1425
GLOBALT Investments
Georgia
$1.8M