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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
PWMG
1801
Prestige Wealth Management Group
New Jersey
$918K
ECA
1802
Elevated Capital Advisors
Utah
$917K
GPA
1803
Garrison Point Advisors
California
$915K
TPI
1804
Trust Point Inc
Wisconsin
$912K
TAM
1805
Todd Asset Management
Kentucky
$912K
DSC
1806
Duncker Streett & Co
Missouri
$911K
OHWA
1807
Oak Hill Wealth Advisors
Virginia
$908K
MCWA
1808
Meadow Creek Wealth Advisors
Georgia
$906K
CA
1809
Cornerstone Advisory
Maryland
$904K
Tudor Investment Corp
1810
Tudor Investment Corp
Connecticut
$903K
BFG
1811
Beacon Financial Group
Texas
$902K
FWA
1812
FSM Wealth Advisors
Ohio
$899K
PPC
1813
Park Place Capital
Alabama
$899K
GWP
1814
Gateway Wealth Partners
Wisconsin
$899K
RIG
1815
RiverFront Investment Group
Virginia
$898K
QWM
1816
Quadcap Wealth Management
Texas
$898K
CCP
1817
Cassia Capital Partners
North Carolina
$896K
Axa
1818
Axa
France
$896K
AR
1819
Advisory Research
Illinois
$896K
IIC
1820
Ironwood Investment Counsel
Arizona
$894K
CG
1821
CFO4Life Group
Texas
$894K
RCM
1822
RB Capital Management
Nevada
$888K
S
1823
Sunpointe
Missouri
$887K
SIM
1824
Stratos Investment Management
Ohio
$885K
NB
1825
Nicolet Bankshares
Wisconsin
$884K