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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
KWM
1801
KW Wealth Management
California
$924K
CB
1802
Cadence Bank
Mississippi
$924K
BFWA
1803
Benchmark Financial Wealth Advisors
Florida
$924K
BI
1804
Bradyco Inc
Massachusetts
$923K
AWM
1805
Angeles Wealth Management
California
$922K
SC
1806
Sapient Capital
Indiana
$921K
RWA
1807
Rooted Wealth Advisors
Illinois
$921K
BWP
1808
Barlow Wealth Partners
Kentucky
$921K
PWMG
1809
Prestige Wealth Management Group
New Jersey
$918K
ECA
1810
Elevated Capital Advisors
Utah
$917K
GPA
1811
Garrison Point Advisors
California
$915K
TPI
1812
Trust Point Inc
Wisconsin
$912K
TAM
1813
Todd Asset Management
Kentucky
$912K
DSC
1814
Duncker Streett & Co
Missouri
$911K
OHWA
1815
Oak Hill Wealth Advisors
Virginia
$908K
MCWA
1816
Meadow Creek Wealth Advisors
Georgia
$906K
CA
1817
Cornerstone Advisory
Maryland
$904K
Tudor Investment Corp
1818
Tudor Investment Corp
Connecticut
$903K
BFG
1819
Beacon Financial Group
Texas
$902K
FWA
1820
FSM Wealth Advisors
Ohio
$899K
PPC
1821
Park Place Capital
Alabama
$899K
GWP
1822
Gateway Wealth Partners
Wisconsin
$899K
RIG
1823
RiverFront Investment Group
Virginia
$898K
QWM
1824
Quadcap Wealth Management
Texas
$898K
CCP
1825
Cassia Capital Partners
North Carolina
$896K