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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
TBA
1701
Tower Bridge Advisors
Pennsylvania
$1.07M
ISL
1702
Ingalls & Snyder LLC
New York
$1.07M
LFA
1703
Laraway Financial Advisors
Minnesota
$1.07M
ACM
1704
Allred Capital Management
Texas
$1.07M
BWM
1705
Buckley Wealth Management
Nevada
$1.06M
AL
1706
Aspiriant LLC
California
$1.06M
HFM
1707
Harvest Fund Management
China
$1.06M
CFM
1708
Comprehensive Financial Management
California
$1.06M
GA
1709
Guerra Advisors
Florida
$1.06M
USWIA
1710
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.05M
ACS
1711
Archford Capital Strategies
Illinois
$1.05M
BBA
1712
Baader Bank Aktiengesellschaft
Germany
$1.05M
TWM
1713
Tolleson Wealth Management
Texas
$1.05M
AWM
1714
Activest Wealth Management
Florida
$1.04M
CA
1715
Continuum Advisory
Idaho
$1.04M
FWP
1716
FAS Wealth Partners
Kansas
$1.04M
BWM
1717
BAM Wealth Management
Colorado
$1.04M
XSC
1718
X-Square Capital
Puerto Rico
$1.04M
SCI
1719
Stableford Capital II
Arizona
$1.03M
SI
1720
Saxon Interests
Texas
$1.03M
EGA
1721
E&G Advisors
Texas
$1.03M
KFI
1722
Key Financial Inc
Pennsylvania
$1.03M
CAG
1723
Cypress Advisory Group
Arizona
$1.03M
KWM
1724
Keebeck Wealth Management
Illinois
$1.02M
PCA
1725
Prosperity Capital Advisors
Ohio
$1.02M