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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
GBT
1676
Grove Bank & Trust
Florida
$1.13M
PW
1677
Paladin Wealth
Minnesota
$1.13M
AC
1678
Apella Capital
Connecticut
$1.13M
WI
1679
WBI Investments
New Jersey
$1.13M
IFWM
1680
Institute for Wealth Management
Colorado
$1.13M
ILI
1681
Invesco LLC (Illinois)
Illinois
$1.13M
FFP
1682
FourThought Financial Partners
Florida
$1.12M
BIM
1683
Baldwin Investment Management
Pennsylvania
$1.12M
FMLI
1684
Fukoku Mutual Life Insurance
Japan
$1.12M
EFA
1685
Evernest Financial Advisors
Indiana
$1.12M
CA
1686
Cache Advisors
California
$1.12M
WF
1687
Welch & Forbes
Massachusetts
$1.11M
AP
1688
Advisors Preferred
Maryland
$1.11M
GCS
1689
Gordian Capital (Singapore)
Singapore
$1.1M
SRL
1690
Scientech Research LLC
New Jersey
$1.1M
TPWM
1691
Twelve Points Wealth Management
Massachusetts
$1.1M
CANC
1692
Culbertson A N & Co
Virginia
$1.1M
WA
1693
Wealth Alliance
New York
$1.09M
PPC
1694
Pennington Partners & Co
Maryland
$1.09M
WI
1695
WrapManager Inc
California
$1.09M
BWAM
1696
Boyd Watterson Asset Management
Ohio
$1.09M
SFO
1697
Stokes Family Office
Louisiana
$1.08M
TCA
1698
Transcend Capital Advisors
New Jersey
$1.08M
TIA
1699
Trust Investment Advisors
Indiana
$1.08M
AHL
1700
Abel Hall LLC
Louisiana
$1.07M