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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
AIM
1901
Aigen Investment Management
New York
$799K
FWP
1902
Forefront Wealth Partners
Texas
$796K
SIA
1903
SGL Investment Advisors
Montana
$795K
CWA
1904
Cornerstone Wealth Advisors
Minnesota
$794K
CPM
1905
Connective Portfolio Management
New York
$794K
FAT
1906
First American Trust
California
$794K
LCG
1907
Lakeshore Capital Group
Illinois
$793K
AAG
1908
Armstrong Advisory Group
Massachusetts
$792K
NEWAS
1909
N.E.W. Advisory Services
Wisconsin
$792K
TIA
1910
Tiemann Investment Advisors
California
$788K
AFA
1911
AA Financial Advisors
Ohio
$787K
HG
1912
Harbor Group
New Hampshire
$786K
WBCM
1913
Wilson & Boucher Capital Management
California
$785K
SMC
1914
Smith, Moore & Co
Missouri
$784K
CSB
1915
City State Bank
Iowa
$781K
RPGK
1916
Retirement Planning Group (Kansas)
Kansas
$780K
FSA
1917
Financial Security Advisor
Virginia
$779K
SHFA
1918
SC&H Financial Advisors
Maryland
$777K
ECM
1919
EMC Capital Management
Texas
$777K
SFG
1920
Sovereign Financial Group
Connecticut
$775K
AG
1921
AmeriFlex Group
Nevada
$773K
AR
1922
Apeiron RIA
Texas
$773K
SIG
1923
Spinnaker Investment Group
California
$771K
LWCFA
1924
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$769K
VCWM
1925
Vista Cima Wealth Management
Arizona
$768K