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UnitedHealth

3,110 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 334 funds opening new positions, 1,250 increasing their positions, 1,303 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: 1,250 | Existing positions reduced: 1,303

1% less funds holding

Funds holding: 3,1473,110 (-37)

4.18% less ownership

Funds ownership: 85.04%80.86% (-4.2%)

Holders
3,110
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
SMC
1901
Smith, Moore & Co
Missouri
$784K
CSB
1902
City State Bank
Iowa
$781K
RPGK
1903
Retirement Planning Group (Kansas)
Kansas
$780K
FSA
1904
Financial Security Advisor
Virginia
$779K
SHFA
1905
SC&H Financial Advisors
Maryland
$777K
ECM
1906
EMC Capital Management
Texas
$777K
SFG
1907
Sovereign Financial Group
Connecticut
$775K
AG
1908
AmeriFlex Group
Nevada
$773K
AR
1909
Apeiron RIA
Texas
$773K
SIG
1910
Spinnaker Investment Group
California
$771K
LWCFA
1911
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$769K
VCWM
1912
Vista Cima Wealth Management
Arizona
$768K
RBC
1913
Romano Brothers & Co
Illinois
$767K
CBT
1914
CoreFirst Bank & Trust
Kansas
$766K
WIC
1915
Wilkins Investment Counsel
Massachusetts
$765K
MA
1916
MJP Associates
Connecticut
$762K
GCP
1917
GSA Capital Partners
United Kingdom
$760K
PWP
1918
Phillips Wealth Planners
Mississippi
$760K
EWM
1919
Evermay Wealth Management
Virginia
$758K
CF
1920
Cyr Financial
Illinois
$757K
TCOTS
1921
Trust Company of the South
North Carolina
$756K
SMH
1922
Sanders Morris Harris
Texas
$756K
SWA
1923
Strategies Wealth Advisors
Michigan
$755K
THCM
1924
Taylor Hoffman Capital Management
Virginia
$754K
NI
1925
NCP Inc
California
$753K