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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
TA
1601
Townsend & Associates
Colorado
$1.3M
SIAG
1602
Safeguard Investment Advisory Group
California
$1.3M
CP
1603
Canopy Partners
Ohio
$1.3M
CWG
1604
Cornerstone Wealth Group
North Carolina
$1.29M
OIS
1605
Okabena Investment Services
Minnesota
$1.29M
JJBC
1606
James J. Burns & Company
New York
$1.29M
MA
1607
Modus Advisors
Minnesota
$1.29M
SFA
1608
Souders Financial Advisors
Ohio
$1.28M
EIG
1609
Ellenbecker Investment Group
Wisconsin
$1.28M
TPWA
1610
TRUE Private Wealth Advisors
Oregon
$1.28M
OWA
1611
ORBA Wealth Advisors
Illinois
$1.28M
PFGIA
1612
Patriot Financial Group Insurance Agency
Massachusetts
$1.27M
1W
1613
1776 Wealth
Georgia
$1.27M
BFW
1614
Brady Family Wealth
Missouri
$1.27M
LCC
1615
Lincoln Capital Corp
Rhode Island
$1.27M
A
1616
Argentarii
Ohio
$1.27M
CWM
1617
Castle Wealth Management
Florida
$1.27M
TAFW
1618
Tred Avon Family Wealth
Maryland
$1.27M
YDMI
1619
Y.D. More Investments
Israel
$1.27M
GCM
1620
Gables Capital Management
Florida
$1.27M
RWM
1621
Revisor Wealth Management
Ohio
$1.26M
PMA
1622
Prudent Man Advisors
Illinois
$1.26M
MFG
1623
MidWestOne Financial Group
Iowa
$1.25M
WFI
1624
West Family Investments
California
$1.25M
VAG
1625
VisionPoint Advisory Group
Texas
$1.25M