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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 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: $ → $

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
FMWA
1651
Forvis Mazars Wealth Advisors
Missouri
$1.18M
EA
1652
Enclave Advisors
Texas
$1.18M
PNAA
1653
Pictet North America Advisors
Switzerland
$1.18M
GB
1654
Goepper Burkhardt
South Carolina
$1.18M
ZIC
1655
ZWJ Investment Counsel
Georgia
$1.18M
NS
1656
NBC Securities
Alabama
$1.17M
CA
1657
Calton & Associates
Florida
$1.17M
BFA
1658
Beaumont Financial Advisors
Massachusetts
$1.17M
LF
1659
Lee Financial
Texas
$1.17M
MSFS
1660
Main Street Financial Solutions
Pennsylvania
$1.17M
EPIME
1661
Evelyn Partners Investment Management (Europe)
$1.17M
DWM
1662
Defined Wealth Management
Oregon
$1.17M
AWE
1663
Avidian Wealth Enterprises
Texas
$1.17M
CPC
1664
Congress Park Capital
New York
$1.17M
MCA
1665
MSH Capital Advisors
Arizona
$1.16M
PCM
1666
Parsons Capital Management
Rhode Island
$1.16M
NIWA
1667
New Insight Wealth Advisors
California
$1.15M
CRI
1668
Colonial River Investments
Virginia
$1.15M
AWP
1669
Ascent Wealth Partners
New York
$1.15M
BIG
1670
Brookwood Investment Group
Arizona
$1.15M
CPR
1671
CSU Producer Resources
Ohio
$1.14M
VI
1672
Versor Investments
New York
$1.14M
DE
1673
Diversified Enterprises
Delaware
$1.14M
NP
1674
Nilsine Partners
Colorado
$1.14M
EB
1675
Emprise Bank
Kansas
$1.14M