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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
TAFW
1626
Tred Avon Family Wealth
Maryland
$1.27M
YDMI
1627
Y.D. More Investments
Israel
$1.27M
GCM
1628
Gables Capital Management
Florida
$1.27M
RWM
1629
Revisor Wealth Management
Ohio
$1.26M
PMA
1630
Prudent Man Advisors
Illinois
$1.26M
MFG
1631
MidWestOne Financial Group
Iowa
$1.25M
WFI
1632
West Family Investments
California
$1.25M
VAG
1633
VisionPoint Advisory Group
Texas
$1.25M
BB
1634
Bell Bank
North Dakota
$1.24M
TWP
1635
Triad Wealth Partners
Kansas
$1.24M
TSS
1636
Two Sigma Securities
New York
$1.24M
RC
1637
Rovin Capital
Arizona
$1.24M
HBT
1638
Heartland Bank & Trust
Illinois
$1.24M
SVCP
1639
Silicon Valley Capital Partners
California
$1.24M
RWP
1640
Revolve Wealth Partners
New Jersey
$1.24M
ZIG
1641
Zullo Investment Group
Pennsylvania
$1.23M
RCA
1642
Resonant Capital Advisors
Wisconsin
$1.23M
MIA
1643
MainStreet Investment Advisors
Illinois
$1.22M
SWP
1644
Semus Wealth Partners
Florida
$1.22M
LFA
1645
Legacy Financial Advisors
Kentucky
$1.22M
SJIM
1646
St. Johns Investment Management
Florida
$1.22M
UAML
1647
US Asset Management LLC
Pennsylvania
$1.21M
PPWP
1648
Premier Path Wealth Partners
New Jersey
$1.21M
LSV Asset Management
1649
LSV Asset Management
Illinois
$1.21M
HA
1650
Herold Advisors
New York
$1.21M