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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
GCS
1701
Gordian Capital (Singapore)
Singapore
$1.1M
SRL
1702
Scientech Research LLC
New Jersey
$1.1M
TPWM
1703
Twelve Points Wealth Management
Massachusetts
$1.1M
CANC
1704
Culbertson A N & Co
Virginia
$1.1M
WA
1705
Wealth Alliance
New York
$1.09M
PPC
1706
Pennington Partners & Co
Maryland
$1.09M
WI
1707
WrapManager Inc
California
$1.09M
BWAM
1708
Boyd Watterson Asset Management
Ohio
$1.09M
SFO
1709
Stokes Family Office
Louisiana
$1.08M
TCA
1710
Transcend Capital Advisors
New Jersey
$1.08M
TIA
1711
Trust Investment Advisors
Indiana
$1.08M
AHL
1712
Abel Hall LLC
Louisiana
$1.07M
TBA
1713
Tower Bridge Advisors
Pennsylvania
$1.07M
ISL
1714
Ingalls & Snyder LLC
New York
$1.07M
LFA
1715
Laraway Financial Advisors
Minnesota
$1.07M
ACM
1716
Allred Capital Management
Texas
$1.07M
BWM
1717
Buckley Wealth Management
Nevada
$1.06M
AL
1718
Aspiriant LLC
California
$1.06M
HFM
1719
Harvest Fund Management
China
$1.06M
CFM
1720
Comprehensive Financial Management
California
$1.06M
GA
1721
Guerra Advisors
Florida
$1.06M
USWIA
1722
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.05M
ACS
1723
Archford Capital Strategies
Illinois
$1.05M
BBA
1724
Baader Bank Aktiengesellschaft
Germany
$1.05M
TWM
1725
Tolleson Wealth Management
Texas
$1.05M