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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
MG
1576
Mather Group
Illinois
$1.34M
PWP
1577
Pursue Wealth Partners
California
$1.34M
CNFG
1578
Creegan & Nassoura Financial Group
New Hampshire
$1.33M
SAM
1579
Strive Asset Management
Ohio
$1.33M
RE
1580
Rydar Equities
Texas
$1.33M
OWA
1581
Opal Wealth Advisors
New York
$1.33M
IA
1582
IFG Advisory
Georgia
$1.33M
DA
1583
Doliver Advisors
Texas
$1.33M
CVA
1584
Central Valley Advisors
California
$1.33M
FAN
1585
Financial Advisors Network
California
$1.32M
SCP
1586
Sivia Capital Partners
California
$1.32M
SEIA
1587
Signature Estate & Investment Advisors
California
$1.32M
UAG
1588
United Advisor Group
Ohio
$1.32M
C
1589
Certuity
Florida
$1.32M
CPL
1590
Capital & Planning LLC
Georgia
$1.32M
RFM
1591
Royal Fund Management
Florida
$1.32M
OAM
1592
Oak Asset Management
California
$1.32M
MP
1593
McDonald Partners
Ohio
$1.32M
ERWM
1594
Elk River Wealth Management
Colorado
$1.31M
ACMA
1595
Arbor Capital Management (Alaska)
Alaska
$1.31M
BCP
1596
Blackhawk Capital Partners
Wisconsin
$1.31M
TA
1597
Townsend & Associates
Colorado
$1.3M
SIAG
1598
Safeguard Investment Advisory Group
California
$1.3M
CP
1599
Canopy Partners
Ohio
$1.3M
CWG
1600
Cornerstone Wealth Group
North Carolina
$1.29M