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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
AWM
1726
Activest Wealth Management
Florida
$1.04M
CA
1727
Continuum Advisory
Idaho
$1.04M
FWP
1728
FAS Wealth Partners
Kansas
$1.04M
BWM
1729
BAM Wealth Management
Colorado
$1.04M
XSC
1730
X-Square Capital
Puerto Rico
$1.04M
SCI
1731
Stableford Capital II
Arizona
$1.03M
SI
1732
Saxon Interests
Texas
$1.03M
EGA
1733
E&G Advisors
Texas
$1.03M
KFI
1734
Key Financial Inc
Pennsylvania
$1.03M
CAG
1735
Cypress Advisory Group
Arizona
$1.03M
KWM
1736
Keebeck Wealth Management
Illinois
$1.02M
PCA
1737
Prosperity Capital Advisors
Ohio
$1.02M
DIA
1738
Dean Investment Associates
Ohio
$1.01M
RMP
1739
Richards, Merrill & Peterson
Washington
$1.01M
CT
1740
Clearstead Trust
Maine
$1.01M
WCM
1741
Weaver Capital Management
Georgia
$1.01M
GI
1742
GAMCO Investors
Connecticut
$1.01M
WPA
1743
West Paces Advisors
Georgia
$1.01M
CV
1744
Counterweight Ventures
North Carolina
$1.01M
VFG
1745
Victory Financial Group
Texas
$1.01M
RCM
1746
Riverpark Capital Management
New York
$1.01M
GWM
1747
Gitterman Wealth Management
New Jersey
$1M
XT
1748
XTX Topco
Cayman Islands
$1M
PI
1749
Pettee Investors
Connecticut
$1M
KA
1750
KLCM Advisors
Wisconsin
$1M