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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
CPL
1601
Capital & Planning LLC
Georgia
$1.32M
RFM
1602
Royal Fund Management
Florida
$1.32M
OAM
1603
Oak Asset Management
California
$1.32M
MP
1604
McDonald Partners
Ohio
$1.32M
ERWM
1605
Elk River Wealth Management
Colorado
$1.31M
ACMA
1606
Arbor Capital Management (Alaska)
Alaska
$1.31M
BCP
1607
Blackhawk Capital Partners
Wisconsin
$1.31M
TA
1608
Townsend & Associates
Colorado
$1.3M
SIAG
1609
Safeguard Investment Advisory Group
California
$1.3M
CP
1610
Canopy Partners
Ohio
$1.3M
CWG
1611
Cornerstone Wealth Group
North Carolina
$1.29M
OIS
1612
Okabena Investment Services
Minnesota
$1.29M
JJBC
1613
James J. Burns & Company
New York
$1.29M
MA
1614
Modus Advisors
Minnesota
$1.29M
SIA
1615
SkyView Investment Advisors
New Jersey
$1.28M
SFA
1616
Souders Financial Advisors
Ohio
$1.28M
EIG
1617
Ellenbecker Investment Group
Wisconsin
$1.28M
TPWA
1618
TRUE Private Wealth Advisors
Oregon
$1.28M
OWA
1619
ORBA Wealth Advisors
Illinois
$1.28M
PFGIA
1620
Patriot Financial Group Insurance Agency
Massachusetts
$1.27M
1W
1621
1776 Wealth
Georgia
$1.27M
BFW
1622
Brady Family Wealth
Missouri
$1.27M
LCC
1623
Lincoln Capital Corp
Rhode Island
$1.27M
A
1624
Argentarii
Ohio
$1.27M
CWM
1625
Castle Wealth Management
Florida
$1.27M