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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
BFPW
1751
BOK Financial Private Wealth
Colorado
$988K
LGA
1752
Lebenthal Global Advisors
New York
$987K
CGL
1753
Clarius Group LLC
Washington
$986K
MFG
1754
Monte Financial Group
Connecticut
$983K
AIM
1755
Advyzon Investment Management
Illinois
$983K
PWP
1756
Precedent Wealth Partners
Texas
$983K
III
1757
Independent Investors Inc
New York
$982K
CP
1758
Camelot Portfolios
Ohio
$982K
AWC
1759
Abundance Wealth Counselors
Pennsylvania
$981K
TF
1760
TLWM Financial
Texas
$979K
VRM
1761
Vectors Research Management
New York
$978K
EAMA
1762
EFG Asset Management (Americas)
Florida
$976K
BB
1763
Burford Brothers
Texas
$975K
GAM
1764
Grandview Asset Management
Pennsylvania
$974K
SFG
1765
SNS Financial Group
Minnesota
$972K
MPM
1766
Meritage Portfolio Management
Kansas
$971K
CWM
1767
Centurion Wealth Management
Virginia
$970K
CCA
1768
Cravens & Co Advisors
Tennessee
$969K
ST
1769
Sageworth Trust
Pennsylvania
$969K
PP
1770
Patron Partners
Texas
$965K
GCM
1771
Gladius Capital Management
Illinois
$964K
HFM
1772
Hartford Funds Management
Pennsylvania
$962K
ACGA
1773
Atlanta Consulting Group Advisors
Georgia
$962K
CCA
1774
Cobblestone Capital Advisors
New York
$962K
SSC
1775
Syverson Strege & Co
Iowa
$961K