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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
VCM
1876
Vivaldi Capital Management
Illinois
$815K
BG
1877
Bollard Group
Massachusetts
$812K
TA
1878
TCM Advisors
West Virginia
$811K
CWA
1879
Consilium Wealth Advisory
Texas
$811K
CPA
1880
Cardiff Park Advisors
California
$810K
KWM
1881
KFG Wealth Management
Indiana
$809K
MA
1882
MCF Advisors
Kentucky
$807K
3IP
1883
3Chopt Investment Partners
Virginia
$807K
WWM
1884
Whalen Wealth Management
Nevada
$803K
OFO
1885
OneAscent Family Office
Alabama
$803K
CIM
1886
CIM Investment Management
Pennsylvania
$803K
CNBT
1887
Canandaigua National Bank & Trust
New York
$802K
TNA
1888
True North Advisors
Texas
$802K
BIA
1889
Bigelow Investment Advisors
Maine
$799K
FSC
1890
Full Sail Capital
Oklahoma
$799K
RCA
1891
Roberts Capital Advisors
Colorado
$799K
AIM
1892
Aigen Investment Management
New York
$799K
FWP
1893
Forefront Wealth Partners
Texas
$796K
SIA
1894
SGL Investment Advisors
Montana
$795K
CWA
1895
Cornerstone Wealth Advisors
Minnesota
$794K
CPM
1896
Connective Portfolio Management
New York
$794K
FAT
1897
First American Trust
California
$794K
LCG
1898
Lakeshore Capital Group
Illinois
$793K
AAG
1899
Armstrong Advisory Group
Massachusetts
$792K
NEWAS
1900
N.E.W. Advisory Services
Wisconsin
$792K