UNH icon

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
RLWM
1426
RF&L Wealth Management
Massachusetts
$1.8M
FBT
1427
First Bankers Trust
Kentucky
$1.8M
NWMG
1428
National Wealth Management Group
Ohio
$1.8M
CTC
1429
Cetera Trust Company
Minnesota
$1.8M
GI
1430
GLOBALT Investments
Georgia
$1.8M
VA
1431
Valmark Advisers
Ohio
$1.8M
PCMK
1432
Paragon Capital Management (Kansas)
Kansas
$1.8M
CFP
1433
Catalyst Financial Partners
Massachusetts
$1.79M
PGCM
1434
Prescott Group Capital Management
Oklahoma
$1.79M
CAMV
1435
Concord Asset Management (Virginia)
Virginia
$1.78M
MMM
1436
Mendel Money Management
Illinois
$1.78M
HR
1437
Howe & Rusling
New York
$1.78M
WIA
1438
Wealthedge Investment Advisors
New York
$1.78M
PTP
1439
Platform Technology Partners
New York
$1.77M
AWM
1440
Avaii Wealth Management
Wisconsin
$1.77M
GWP
1441
Gen-Wealth Partners
Michigan
$1.77M
CAG
1442
Crestwood Advisors Group
Massachusetts
$1.77M
PA
1443
Paralel Advisors
Colorado
$1.76M
SSI
1444
Scott & Selber Inc
Texas
$1.76M
VCM
1445
Virtue Capital Management
Tennessee
$1.76M
CWP
1446
Concord Wealth Partners
Virginia
$1.76M
FA
1447
Fagan Associates
New York
$1.76M
CCFM
1448
Clear Creek Financial Management
Washington
$1.75M
SP
1449
Stablepoint Partners
Massachusetts
$1.75M
HIM
1450
Harbour Investment Management
Washington
$1.74M