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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
SFC
1751
SYM Financial Corp
Indiana
$1M
DDC
1752
DF Dent & Co
Maryland
$1,000K
EWM
1753
EPG Wealth Management
Georgia
$996K
PWM
1754
Prentice Wealth Management
New York
$994K
CAM
1755
Columbia Asset Management
Michigan
$993K
TWM
1756
Trueblood Wealth Management
Ohio
$991K
MAC
1757
Mason & Associates (California)
California
$991K
WIA
1758
Westbourne Investment Advisors
Maryland
$990K
BFPW
1759
BOK Financial Private Wealth
Colorado
$988K
LGA
1760
Lebenthal Global Advisors
New York
$987K
CGL
1761
Clarius Group LLC
Washington
$986K
MFG
1762
Monte Financial Group
Connecticut
$983K
AIM
1763
Advyzon Investment Management
Illinois
$983K
PWP
1764
Precedent Wealth Partners
Texas
$983K
III
1765
Independent Investors Inc
New York
$982K
CP
1766
Camelot Portfolios
Ohio
$982K
AWC
1767
Abundance Wealth Counselors
Pennsylvania
$981K
TF
1768
TLWM Financial
Texas
$979K
VRM
1769
Vectors Research Management
New York
$978K
EAMA
1770
EFG Asset Management (Americas)
Florida
$976K
BB
1771
Burford Brothers
Texas
$975K
GAM
1772
Grandview Asset Management
Pennsylvania
$974K
SFG
1773
SNS Financial Group
Minnesota
$972K
MPM
1774
Meritage Portfolio Management
Kansas
$971K
CWM
1775
Centurion Wealth Management
Virginia
$970K