UNH icon

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
SFO
1701
Stokes Family Office
Louisiana
$1.08M
TCA
1702
Transcend Capital Advisors
New Jersey
$1.08M
TIA
1703
Trust Investment Advisors
Indiana
$1.08M
AHL
1704
Abel Hall LLC
Louisiana
$1.07M
TBA
1705
Tower Bridge Advisors
Pennsylvania
$1.07M
ISL
1706
Ingalls & Snyder LLC
New York
$1.07M
LFA
1707
Laraway Financial Advisors
Minnesota
$1.07M
ACM
1708
Allred Capital Management
Texas
$1.07M
BWM
1709
Buckley Wealth Management
Nevada
$1.06M
AL
1710
Aspiriant LLC
California
$1.06M
HFM
1711
Harvest Fund Management
China
$1.06M
CFM
1712
Comprehensive Financial Management
California
$1.06M
GA
1713
Guerra Advisors
Florida
$1.06M
USWIA
1714
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.05M
ACS
1715
Archford Capital Strategies
Illinois
$1.05M
BBA
1716
Baader Bank Aktiengesellschaft
Germany
$1.05M
TWM
1717
Tolleson Wealth Management
Texas
$1.05M
AWM
1718
Activest Wealth Management
Florida
$1.04M
CA
1719
Continuum Advisory
Idaho
$1.04M
FWP
1720
FAS Wealth Partners
Kansas
$1.04M
BWM
1721
BAM Wealth Management
Colorado
$1.04M
XSC
1722
X-Square Capital
Puerto Rico
$1.04M
SCI
1723
Stableford Capital II
Arizona
$1.03M
SI
1724
Saxon Interests
Texas
$1.03M
EGA
1725
E&G Advisors
Texas
$1.03M