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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
SAM
1776
Sompo Asset Management
Japan
$960K
BOH
1777
Bank of Hawaii
Hawaii
$957K
LWM
1778
LJI Wealth Management
Indiana
$955K
WMA
1779
West Michigan Advisors
Michigan
$955K
WEG
1780
World Equity Group
Illinois
$954K
APW
1781
Austin Private Wealth
Texas
$953K
CCG
1782
Chatham Capital Group
Georgia
$947K
AI
1783
AXS Investments
New York
$946K
FSA
1784
Financial Sense Advisors
California
$942K
PA
1785
PFW Advisors
Georgia
$940K
TCM
1786
Tang Capital Management
California
$940K
LCM
1787
Landscape Capital Management
New Jersey
$934K
CM
1788
Caption Management
Oklahoma
$932K
EHWM
1789
Eads & Heald Wealth Management
Georgia
$929K
BAMG
1790
Brand Asset Management Group
Missouri
$926K
GEA
1791
Glen Eagle Advisors
New Jersey
$925K
EC
1792
EdgeRock Capital
Colorado
$924K
KWM
1793
KW Wealth Management
California
$924K
CB
1794
Cadence Bank
Mississippi
$924K
BFWA
1795
Benchmark Financial Wealth Advisors
Florida
$924K
BI
1796
Bradyco Inc
Massachusetts
$923K
AWM
1797
Angeles Wealth Management
California
$922K
SC
1798
Sapient Capital
Indiana
$921K
RWA
1799
Rooted Wealth Advisors
Illinois
$921K
BWP
1800
Barlow Wealth Partners
Kentucky
$921K