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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
TIA
1901
Tiemann Investment Advisors
California
$788K
AFA
1902
AA Financial Advisors
Ohio
$787K
HG
1903
Harbor Group
New Hampshire
$786K
WBCM
1904
Wilson & Boucher Capital Management
California
$785K
SMC
1905
Smith, Moore & Co
Missouri
$784K
CSB
1906
City State Bank
Iowa
$781K
RPGK
1907
Retirement Planning Group (Kansas)
Kansas
$780K
FSA
1908
Financial Security Advisor
Virginia
$779K
SHFA
1909
SC&H Financial Advisors
Maryland
$777K
ECM
1910
EMC Capital Management
Texas
$777K
SFG
1911
Sovereign Financial Group
Connecticut
$775K
AG
1912
AmeriFlex Group
Nevada
$773K
AR
1913
Apeiron RIA
Texas
$773K
SIG
1914
Spinnaker Investment Group
California
$771K
LWCFA
1915
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$769K
VCWM
1916
Vista Cima Wealth Management
Arizona
$768K
RBC
1917
Romano Brothers & Co
Illinois
$767K
CBT
1918
CoreFirst Bank & Trust
Kansas
$766K
WIC
1919
Wilkins Investment Counsel
Massachusetts
$765K
MA
1920
MJP Associates
Connecticut
$762K
GCP
1921
GSA Capital Partners
United Kingdom
$760K
PWP
1922
Phillips Wealth Planners
Mississippi
$760K
EWM
1923
Evermay Wealth Management
Virginia
$758K
CF
1924
Cyr Financial
Illinois
$757K
TCOTS
1925
Trust Company of the South
North Carolina
$756K