UNH icon

UnitedHealth

3,112 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, 1,252 increasing their positions, 1,304 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: $ → $

4% less repeat investments, than reductions

Existing positions increased: 1,252 | Existing positions reduced: 1,304

1% less funds holding

Funds holding: 3,1493,112 (-37)

4.26% less ownership

Funds ownership: 85.12%80.87% (-4.3%)

Holders
3,112
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
WMA
1776
West Michigan Advisors
Michigan
$955K
WEG
1777
World Equity Group
Illinois
$954K
APW
1778
Austin Private Wealth
Texas
$953K
CCG
1779
Chatham Capital Group
Georgia
$947K
AI
1780
AXS Investments
New York
$946K
FSA
1781
Financial Sense Advisors
California
$942K
PA
1782
PFW Advisors
Georgia
$940K
TCM
1783
Tang Capital Management
California
$940K
LCM
1784
Landscape Capital Management
New Jersey
$934K
CM
1785
Caption Management
Oklahoma
$932K
EHWM
1786
Eads & Heald Wealth Management
Georgia
$929K
BAMG
1787
Brand Asset Management Group
Missouri
$926K
GEA
1788
Glen Eagle Advisors
New Jersey
$925K
EC
1789
EdgeRock Capital
Colorado
$924K
KWM
1790
KW Wealth Management
California
$924K
CB
1791
Cadence Bank
Mississippi
$924K
BFWA
1792
Benchmark Financial Wealth Advisors
Florida
$924K
BI
1793
Bradyco Inc
Massachusetts
$923K
AWM
1794
Angeles Wealth Management
California
$922K
SC
1795
Sapient Capital
Indiana
$921K
RWA
1796
Rooted Wealth Advisors
Illinois
$921K
BWP
1797
Barlow Wealth Partners
Kentucky
$921K
PWMG
1798
Prestige Wealth Management Group
New Jersey
$918K
ECA
1799
Elevated Capital Advisors
Utah
$917K
GPA
1800
Garrison Point Advisors
California
$915K