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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
PGCM
1426
Prescott Group Capital Management
Oklahoma
$1.79M
CAMV
1427
Concord Asset Management (Virginia)
Virginia
$1.78M
MMM
1428
Mendel Money Management
Illinois
$1.78M
HR
1429
Howe & Rusling
New York
$1.78M
WIA
1430
Wealthedge Investment Advisors
New York
$1.78M
PTP
1431
Platform Technology Partners
New York
$1.77M
AWM
1432
Avaii Wealth Management
Wisconsin
$1.77M
GWP
1433
Gen-Wealth Partners
Michigan
$1.77M
CAG
1434
Crestwood Advisors Group
Massachusetts
$1.77M
PA
1435
Paralel Advisors
Colorado
$1.76M
SSI
1436
Scott & Selber Inc
Texas
$1.76M
CWP
1437
Concord Wealth Partners
Virginia
$1.76M
FA
1438
Fagan Associates
New York
$1.76M
CCFM
1439
Clear Creek Financial Management
Washington
$1.75M
SP
1440
Stablepoint Partners
Massachusetts
$1.75M
HIM
1441
Harbour Investment Management
Washington
$1.74M
SVWAG
1442
Sound View Wealth Advisors Group
Georgia
$1.74M
MPAM
1443
Murphy Pohlad Asset Management
Minnesota
$1.74M
WP
1444
Waycross Partners
Kentucky
$1.73M
SSWM
1445
Sheets Smith Wealth Management
North Carolina
$1.72M
HIC
1446
Harvey Investment Company
Kentucky
$1.72M
CAMG
1447
CWA Asset Management Group
Florida
$1.71M
MWM
1448
Modern Wealth Management
Kansas
$1.7M
CPA
1449
Court Place Advisors
Maryland
$1.69M
SWM
1450
SilverOak Wealth Management
Minnesota
$1.69M