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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
PFS
1476
Prospect Financial Services
New York
$1.61M
HNB
1477
Hilltop National Bank
Wyoming
$1.61M
TAM
1478
Tealwood Asset Management
Minnesota
$1.6M
AA
1479
Alta Advisers
United Kingdom
$1.6M
GM
1480
GeoWealth Management
Illinois
$1.6M
BC
1481
Bowman & Company
Wisconsin
$1.6M
MCCA
1482
Mill Creek Capital Advisors
Pennsylvania
$1.59M
PWS
1483
Peterson Wealth Services
Utah
$1.59M
RCM
1484
Radnor Capital Management
Pennsylvania
$1.59M
JFA
1485
JNBA Financial Advisors
Minnesota
$1.59M
PCH
1486
PGIM Custom Harvest
New Jersey
$1.59M
RP
1487
Rowlandmiller & Partners
Georgia
$1.58M
FFS
1488
Founders Financial Securities
Maryland
$1.57M
PWPS
1489
Pinnacle Wealth Planning Services
Ohio
$1.57M
MAWA
1490
Moss Adams Wealth Advisors
Washington
$1.57M
PIA
1491
Perennial Investment Advisors
California
$1.57M
KP
1492
Keel Point
Alabama
$1.57M
AB
1493
ANB Bank
Colorado
$1.57M
FCG
1494
Fielder Capital Group
Tennessee
$1.56M
RA
1495
RiverPark Advisors
New York
$1.56M
KIA
1496
Knollwood Investment Advisory
Maryland
$1.56M
ST
1497
Sentinel Trust
Texas
$1.55M
CIAS
1498
CFS Investment Advisory Services
New Jersey
$1.55M
OC
1499
Oarsman Capital
Wisconsin
$1.55M
DFA
1500
Delta Financial Advisors
Louisiana
$1.55M