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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
LA
1476
LM Advisors
California
$1.64M
DWP
1477
Daymark Wealth Partners
Ohio
$1.63M
OFS
1478
Orrstown Financial Services
Pennsylvania
$1.62M
PWAM
1479
Private Wealth Asset Management
Iowa
$1.62M
ISWM
1480
Independent Solutions Wealth Management
New York
$1.62M
HIIFS
1481
Harel Insurance Investments & Financial Services
Israel
$1.61M
PFS
1482
Prospect Financial Services
New York
$1.61M
HNB
1483
Hilltop National Bank
Wyoming
$1.61M
TAM
1484
Tealwood Asset Management
Minnesota
$1.6M
AA
1485
Alta Advisers
United Kingdom
$1.6M
GM
1486
GeoWealth Management
Illinois
$1.6M
BC
1487
Bowman & Company
Wisconsin
$1.6M
MCCA
1488
Mill Creek Capital Advisors
Pennsylvania
$1.59M
PWS
1489
Peterson Wealth Services
Utah
$1.59M
RCM
1490
Radnor Capital Management
Pennsylvania
$1.59M
JFA
1491
JNBA Financial Advisors
Minnesota
$1.59M
PCH
1492
PGIM Custom Harvest
New Jersey
$1.59M
RP
1493
Rowlandmiller & Partners
Georgia
$1.58M
FFS
1494
Founders Financial Securities
Maryland
$1.57M
PWPS
1495
Pinnacle Wealth Planning Services
Ohio
$1.57M
MAWA
1496
Moss Adams Wealth Advisors
Washington
$1.57M
PIA
1497
Perennial Investment Advisors
California
$1.57M
KP
1498
Keel Point
Alabama
$1.57M
AB
1499
ANB Bank
Colorado
$1.57M
FCG
1500
Fielder Capital Group
Tennessee
$1.56M