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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
OIS
1601
Okabena Investment Services
Minnesota
$1.29M
JJBC
1602
James J. Burns & Company
New York
$1.29M
MA
1603
Modus Advisors
Minnesota
$1.29M
SFA
1604
Souders Financial Advisors
Ohio
$1.28M
EIG
1605
Ellenbecker Investment Group
Wisconsin
$1.28M
TPWA
1606
TRUE Private Wealth Advisors
Oregon
$1.28M
OWA
1607
ORBA Wealth Advisors
Illinois
$1.28M
PFGIA
1608
Patriot Financial Group Insurance Agency
Massachusetts
$1.27M
1W
1609
1776 Wealth
Georgia
$1.27M
BFW
1610
Brady Family Wealth
Missouri
$1.27M
LCC
1611
Lincoln Capital Corp
Rhode Island
$1.27M
A
1612
Argentarii
Ohio
$1.27M
CWM
1613
Castle Wealth Management
Florida
$1.27M
TAFW
1614
Tred Avon Family Wealth
Maryland
$1.27M
YDMI
1615
Y.D. More Investments
Israel
$1.27M
GCM
1616
Gables Capital Management
Florida
$1.27M
RWM
1617
Revisor Wealth Management
Ohio
$1.26M
PMA
1618
Prudent Man Advisors
Illinois
$1.26M
MFG
1619
MidWestOne Financial Group
Iowa
$1.25M
WFI
1620
West Family Investments
California
$1.25M
VAG
1621
VisionPoint Advisory Group
Texas
$1.25M
BB
1622
Bell Bank
North Dakota
$1.24M
TWP
1623
Triad Wealth Partners
Kansas
$1.24M
TSS
1624
Two Sigma Securities
New York
$1.24M
RC
1625
Rovin Capital
Arizona
$1.24M