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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
SIA
1451
Schear Investment Advisers
Ohio
$1.69M
CPA
1452
Capital Planning Advisors
California
$1.69M
AIC
1453
Archer Investment Corporation
Indiana
$1.69M
VIM
1454
Vista Investment Management
Pennsylvania
$1.69M
EML
1455
Eos Management LP
New York
$1.67M
LTAS
1456
Linden Thomas Advisory Services
North Carolina
$1.67M
SCM
1457
SCS Capital Management
Massachusetts
$1.66M
WIM
1458
Westside Investment Management
California
$1.66M
CFA
1459
Cahill Financial Advisors
Minnesota
$1.66M
WSCM
1460
Wellington Shields Capital Management
New York
$1.66M
MUAMU
1461
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.66M
RWPA
1462
Richard W. Paul & Associates
Michigan
$1.65M
AWM
1463
Accurate Wealth Management
Florida
$1.65M
GWANC
1464
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.65M
SAI
1465
Savvy Advisors Inc
New York
$1.65M
SFG
1466
Shum Financial Group
California
$1.64M
LA
1467
LM Advisors
California
$1.64M
DWP
1468
Daymark Wealth Partners
Ohio
$1.63M
OFS
1469
Orrstown Financial Services
Pennsylvania
$1.62M
PWAM
1470
Private Wealth Asset Management
Iowa
$1.62M
ISWM
1471
Independent Solutions Wealth Management
New York
$1.62M
HIIFS
1472
Harel Insurance Investments & Financial Services
Israel
$1.61M
PFS
1473
Prospect Financial Services
New York
$1.61M
HNB
1474
Hilltop National Bank
Wyoming
$1.61M
TAM
1475
Tealwood Asset Management
Minnesota
$1.6M