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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
KFI
1726
Key Financial Inc
Pennsylvania
$1.03M
CAG
1727
Cypress Advisory Group
Arizona
$1.03M
KWM
1728
Keebeck Wealth Management
Illinois
$1.02M
PCA
1729
Prosperity Capital Advisors
Ohio
$1.02M
DIA
1730
Dean Investment Associates
Ohio
$1.01M
RMP
1731
Richards, Merrill & Peterson
Washington
$1.01M
CT
1732
Clearstead Trust
Maine
$1.01M
WCM
1733
Weaver Capital Management
Georgia
$1.01M
GI
1734
GAMCO Investors
Connecticut
$1.01M
WPA
1735
West Paces Advisors
Georgia
$1.01M
CV
1736
Counterweight Ventures
North Carolina
$1.01M
VFG
1737
Victory Financial Group
Texas
$1.01M
RCM
1738
Riverpark Capital Management
New York
$1.01M
GWM
1739
Gitterman Wealth Management
New Jersey
$1M
XT
1740
XTX Topco
Cayman Islands
$1M
PI
1741
Pettee Investors
Connecticut
$1M
KA
1742
KLCM Advisors
Wisconsin
$1M
SFC
1743
SYM Financial Corp
Indiana
$1M
DDC
1744
DF Dent & Co
Maryland
$1,000K
EWM
1745
EPG Wealth Management
Georgia
$996K
PWM
1746
Prentice Wealth Management
New York
$994K
CAM
1747
Columbia Asset Management
Michigan
$993K
TWM
1748
Trueblood Wealth Management
Ohio
$991K
MAC
1749
Mason & Associates (California)
California
$991K
WIA
1750
Westbourne Investment Advisors
Maryland
$990K