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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
PA
1926
Persium Advisors
Georgia
$752K
IPW
1927
Impact Partnership Wealth
Georgia
$752K
FC
1928
Fairscale Capital
New Hampshire
$752K
SB
1929
Simmons Bank
Arkansas
$750K
IF
1930
Intrua Financial
Texas
$747K
WWA
1931
Wisconsin Wealth Advisors
Wisconsin
$746K
WCA
1932
Westover Capital Advisors
Delaware
$746K
CCA
1933
Coign Capital Advisors
Utah
$746K
CBT
1934
Crews Bank & Trust
Florida
$744K
RPC
1935
Rossmore Private Capital
Connecticut
$743K
ESB
1936
Essex Savings Bank
Connecticut
$743K
QFW
1937
QTR Family Wealth
Florida
$740K
IP
1938
Intellectus Partners
California
$740K
ARMT
1939
Amica Retiree Medical Trust
Rhode Island
$740K
FNA
1940
First National Advisers
Nebraska
$740K
BL
1941
BFSG LLC
California
$739K
HWA
1942
HCR Wealth Advisors
California
$738K
TBC
1943
Tweedy, Browne Co
Connecticut
$738K
SWA
1944
SFMG Wealth Advisors
Texas
$736K
WAM
1945
Weinberger Asset Management
California
$736K
CA
1946
Cambridge Advisors
Nebraska
$733K
WCM
1947
Wallace Capital Management
Texas
$732K
CWA
1948
Crux Wealth Advisors
California
$731K
JSAM
1949
J. Safra Asset Management
New York
$731K
BL
1950
Balentine LLC
Georgia
$728K