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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
TYCC
1651
Texas Yale Capital Corp
Florida
$1.2M
FG
1652
Fiduciary Group
Georgia
$1.19M
HWA
1653
HHM Wealth Advisors
Tennessee
$1.19M
TFA
1654
Transamerica Financial Advisors
Florida
$1.19M
FMWA
1655
Forvis Mazars Wealth Advisors
Missouri
$1.18M
EA
1656
Enclave Advisors
Texas
$1.18M
PNAA
1657
Pictet North America Advisors
Switzerland
$1.18M
GB
1658
Goepper Burkhardt
South Carolina
$1.18M
ZIC
1659
ZWJ Investment Counsel
Georgia
$1.18M
NS
1660
NBC Securities
Alabama
$1.17M
CA
1661
Calton & Associates
Florida
$1.17M
BFA
1662
Beaumont Financial Advisors
Massachusetts
$1.17M
LF
1663
Lee Financial
Texas
$1.17M
MSFS
1664
Main Street Financial Solutions
Pennsylvania
$1.17M
EPIME
1665
Evelyn Partners Investment Management (Europe)
$1.17M
DWM
1666
Defined Wealth Management
Oregon
$1.17M
AWE
1667
Avidian Wealth Enterprises
Texas
$1.17M
CPC
1668
Congress Park Capital
New York
$1.17M
MCA
1669
MSH Capital Advisors
Arizona
$1.16M
PCM
1670
Parsons Capital Management
Rhode Island
$1.16M
NIWA
1671
New Insight Wealth Advisors
California
$1.15M
CRI
1672
Colonial River Investments
Virginia
$1.15M
AWP
1673
Ascent Wealth Partners
New York
$1.15M
BIG
1674
Brookwood Investment Group
Arizona
$1.15M
CPR
1675
CSU Producer Resources
Ohio
$1.14M