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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
EFG
1576
Everhart Financial Group
Ohio
$1.35M
IIA
1577
ICW Investment Advisors
Arizona
$1.35M
CWM
1578
Chesapeake Wealth Management
Virginia
$1.35M
KCM
1579
Kanawha Capital Management
Virginia
$1.34M
MG
1580
Mather Group
Illinois
$1.34M
PWP
1581
Pursue Wealth Partners
California
$1.34M
CNFG
1582
Creegan & Nassoura Financial Group
New Hampshire
$1.33M
SAM
1583
Strive Asset Management
Ohio
$1.33M
RE
1584
Rydar Equities
Texas
$1.33M
OWA
1585
Opal Wealth Advisors
New York
$1.33M
IA
1586
IFG Advisory
Georgia
$1.33M
DA
1587
Doliver Advisors
Texas
$1.33M
CVA
1588
Central Valley Advisors
California
$1.33M
FAN
1589
Financial Advisors Network
California
$1.32M
SCP
1590
Sivia Capital Partners
California
$1.32M
SEIA
1591
Signature Estate & Investment Advisors
California
$1.32M
UAG
1592
United Advisor Group
Ohio
$1.32M
C
1593
Certuity
Florida
$1.32M
CPL
1594
Capital & Planning LLC
Georgia
$1.32M
RFM
1595
Royal Fund Management
Florida
$1.32M
OAM
1596
Oak Asset Management
California
$1.32M
MP
1597
McDonald Partners
Ohio
$1.32M
ERWM
1598
Elk River Wealth Management
Colorado
$1.31M
ACMA
1599
Arbor Capital Management (Alaska)
Alaska
$1.31M
BCP
1600
Blackhawk Capital Partners
Wisconsin
$1.31M