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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
VA
1426
Valmark Advisers
Ohio
$1.8M
PCMK
1427
Paragon Capital Management (Kansas)
Kansas
$1.8M
CFP
1428
Catalyst Financial Partners
Massachusetts
$1.79M
PGCM
1429
Prescott Group Capital Management
Oklahoma
$1.79M
CAMV
1430
Concord Asset Management (Virginia)
Virginia
$1.78M
MMM
1431
Mendel Money Management
Illinois
$1.78M
HR
1432
Howe & Rusling
New York
$1.78M
WIA
1433
Wealthedge Investment Advisors
New York
$1.78M
PTP
1434
Platform Technology Partners
New York
$1.77M
AWM
1435
Avaii Wealth Management
Wisconsin
$1.77M
GWP
1436
Gen-Wealth Partners
Michigan
$1.77M
CAG
1437
Crestwood Advisors Group
Massachusetts
$1.77M
PA
1438
Paralel Advisors
Colorado
$1.76M
SSI
1439
Scott & Selber Inc
Texas
$1.76M
CWP
1440
Concord Wealth Partners
Virginia
$1.76M
FA
1441
Fagan Associates
New York
$1.76M
CCFM
1442
Clear Creek Financial Management
Washington
$1.75M
SP
1443
Stablepoint Partners
Massachusetts
$1.75M
HIM
1444
Harbour Investment Management
Washington
$1.74M
SVWAG
1445
Sound View Wealth Advisors Group
Georgia
$1.74M
MPAM
1446
Murphy Pohlad Asset Management
Minnesota
$1.74M
WP
1447
Waycross Partners
Kentucky
$1.73M
SSWM
1448
Sheets Smith Wealth Management
North Carolina
$1.72M
HIC
1449
Harvey Investment Company
Kentucky
$1.72M
CAMG
1450
CWA Asset Management Group
Florida
$1.71M