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UnitedHealth

3,111 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: 3,1493,111 (-38)

4.26% less ownership

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

Holders
3,111
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
TPI
1801
Trust Point Inc
Wisconsin
$912K
TAM
1802
Todd Asset Management
Kentucky
$912K
DSC
1803
Duncker Streett & Co
Missouri
$911K
OHWA
1804
Oak Hill Wealth Advisors
Virginia
$908K
MCWA
1805
Meadow Creek Wealth Advisors
Georgia
$906K
CA
1806
Cornerstone Advisory
Maryland
$904K
Tudor Investment Corp
1807
Tudor Investment Corp
Connecticut
$903K
BFG
1808
Beacon Financial Group
Texas
$902K
FWA
1809
FSM Wealth Advisors
Ohio
$899K
PPC
1810
Park Place Capital
Alabama
$899K
GWP
1811
Gateway Wealth Partners
Wisconsin
$899K
RIG
1812
RiverFront Investment Group
Virginia
$898K
QWM
1813
Quadcap Wealth Management
Texas
$898K
CCP
1814
Cassia Capital Partners
North Carolina
$896K
Axa
1815
Axa
France
$896K
AR
1816
Advisory Research
Illinois
$896K
IIC
1817
Ironwood Investment Counsel
Arizona
$894K
CG
1818
CFO4Life Group
Texas
$894K
RCM
1819
RB Capital Management
Nevada
$888K
S
1820
Sunpointe
Missouri
$887K
SIM
1821
Stratos Investment Management
Ohio
$885K
NB
1822
Nicolet Bankshares
Wisconsin
$884K
HAG
1823
HF Advisory Group
Maryland
$883K
AMM
1824
American Money Management
California
$883K
PBT
1825
Pictet Bank & Trust
Bahamas
$882K