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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
AA
1476
Alta Advisers
United Kingdom
$1.6M
GM
1477
GeoWealth Management
Illinois
$1.6M
BC
1478
Bowman & Company
Wisconsin
$1.6M
MCCA
1479
Mill Creek Capital Advisors
Pennsylvania
$1.59M
PWS
1480
Peterson Wealth Services
Utah
$1.59M
RCM
1481
Radnor Capital Management
Pennsylvania
$1.59M
JFA
1482
JNBA Financial Advisors
Minnesota
$1.59M
PCH
1483
PGIM Custom Harvest
New Jersey
$1.59M
RP
1484
Rowlandmiller & Partners
Georgia
$1.58M
FFS
1485
Founders Financial Securities
Maryland
$1.57M
PWPS
1486
Pinnacle Wealth Planning Services
Ohio
$1.57M
MAWA
1487
Moss Adams Wealth Advisors
Washington
$1.57M
PIA
1488
Perennial Investment Advisors
California
$1.57M
KP
1489
Keel Point
Alabama
$1.57M
AB
1490
ANB Bank
Colorado
$1.57M
FCG
1491
Fielder Capital Group
Tennessee
$1.56M
RA
1492
RiverPark Advisors
New York
$1.56M
KIA
1493
Knollwood Investment Advisory
Maryland
$1.56M
ST
1494
Sentinel Trust
Texas
$1.55M
CIAS
1495
CFS Investment Advisory Services
New Jersey
$1.55M
OC
1496
Oarsman Capital
Wisconsin
$1.55M
DFA
1497
Delta Financial Advisors
Louisiana
$1.55M
AGC
1498
Aspen Grove Capital
Colorado
$1.54M
NWMG
1499
Nicholson Wealth Management Group
South Carolina
$1.54M
CCM
1500
Cox Capital Management
Massachusetts
$1.54M