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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
CP
1651
Clarendon Private
Massachusetts
$1.21M
LIP
1652
Lighthouse Investment Partners
Florida
$1.21M
QC
1653
Quent Capital
New York
$1.21M
JWWM
1654
Johnson & White Wealth Management
Pennsylvania
$1.21M
EIP
1655
Ellis Investment Partners
Pennsylvania
$1.2M
GCM
1656
Generation Capital Management
New York
$1.2M
EIP
1657
Easterly Investment Partners
Massachusetts
$1.2M
EI
1658
Ellevest Inc
New York
$1.2M
TYCC
1659
Texas Yale Capital Corp
Florida
$1.2M
FG
1660
Fiduciary Group
Georgia
$1.19M
HWA
1661
HHM Wealth Advisors
Tennessee
$1.19M
TFA
1662
Transamerica Financial Advisors
Florida
$1.19M
FMWA
1663
Forvis Mazars Wealth Advisors
Missouri
$1.18M
EA
1664
Enclave Advisors
Texas
$1.18M
PNAA
1665
Pictet North America Advisors
Switzerland
$1.18M
GB
1666
Goepper Burkhardt
South Carolina
$1.18M
ZIC
1667
ZWJ Investment Counsel
Georgia
$1.18M
NS
1668
NBC Securities
Alabama
$1.17M
CA
1669
Calton & Associates
Florida
$1.17M
BFA
1670
Beaumont Financial Advisors
Massachusetts
$1.17M
LF
1671
Lee Financial
Texas
$1.17M
MSFS
1672
Main Street Financial Solutions
Pennsylvania
$1.17M
EPIME
1673
Evelyn Partners Investment Management (Europe)
$1.17M
DWM
1674
Defined Wealth Management
Oregon
$1.17M
AWE
1675
Avidian Wealth Enterprises
Texas
$1.17M