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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
HAG
1826
HF Advisory Group
Maryland
$883K
AMM
1827
American Money Management
California
$883K
PBT
1828
Pictet Bank & Trust
Bahamas
$882K
EAM
1829
Empirical Asset Management
Massachusetts
$882K
SWM
1830
SeaCrest Wealth Management
New York
$878K
HA
1831
Huntleigh Advisors
Missouri
$878K
RWM
1832
RKL Wealth Management
Pennsylvania
$877K
MLL
1833
Moody Lynn & Lieberson
Massachusetts
$877K
EHC
1834
Everett Harris & Co
California
$868K
PWM
1835
Paulson Wealth Management
Illinois
$865K
MAG
1836
MRA Advisory Group
New Jersey
$864K
WSWA
1837
Warren Street Wealth Advisors
California
$864K
RWM
1838
RBA Wealth Management
California
$864K
PAMG
1839
Patton Albertson Miller Group
Tennessee
$863K
NI
1840
Natural Investments
California
$862K
WCM
1841
Winthrop Capital Management
Indiana
$860K
CFLC
1842
California First Leasing Corp
California
$859K
NHC
1843
Nicholas Hoffman & Company
Georgia
$859K
SIM
1844
Sentry Investment Management
Wisconsin
$856K
AFT
1845
Alpha Family Trust
California
$855K
OL
1846
OneFund LLC
Florida
$854K
JGIA
1847
Jackson Grant Investment Advisers
Connecticut
$852K
BCP
1848
Berkeley Capital Partners
Georgia
$851K
LCWP
1849
Legacy Capital Wealth Partners
Arkansas
$850K
RWS
1850
Resolute Wealth Strategies
Mississippi
$849K