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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
SVWAG
1451
Sound View Wealth Advisors Group
Georgia
$1.74M
MPAM
1452
Murphy Pohlad Asset Management
Minnesota
$1.74M
WP
1453
Waycross Partners
Kentucky
$1.73M
SSWM
1454
Sheets Smith Wealth Management
North Carolina
$1.72M
HIC
1455
Harvey Investment Company
Kentucky
$1.72M
CAMG
1456
CWA Asset Management Group
Florida
$1.71M
MWM
1457
Modern Wealth Management
Kansas
$1.7M
CPA
1458
Court Place Advisors
Maryland
$1.69M
SWM
1459
SilverOak Wealth Management
Minnesota
$1.69M
SIA
1460
Schear Investment Advisers
Ohio
$1.69M
CPA
1461
Capital Planning Advisors
California
$1.69M
AIC
1462
Archer Investment Corporation
Indiana
$1.69M
VIM
1463
Vista Investment Management
Pennsylvania
$1.69M
EML
1464
Eos Management LP
New York
$1.67M
LTAS
1465
Linden Thomas Advisory Services
North Carolina
$1.67M
SCM
1466
SCS Capital Management
Massachusetts
$1.66M
WIM
1467
Westside Investment Management
California
$1.66M
CFA
1468
Cahill Financial Advisors
Minnesota
$1.66M
WSCM
1469
Wellington Shields Capital Management
New York
$1.66M
MUAMU
1470
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.66M
RWPA
1471
Richard W. Paul & Associates
Michigan
$1.65M
AWM
1472
Accurate Wealth Management
Florida
$1.65M
GWANC
1473
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.65M
SAI
1474
Savvy Advisors Inc
New York
$1.65M
SFG
1475
Shum Financial Group
California
$1.64M