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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
RBC
1926
Romano Brothers & Co
Illinois
$767K
CBT
1927
CoreFirst Bank & Trust
Kansas
$766K
WIC
1928
Wilkins Investment Counsel
Massachusetts
$765K
MA
1929
MJP Associates
Connecticut
$762K
GCP
1930
GSA Capital Partners
United Kingdom
$760K
PWP
1931
Phillips Wealth Planners
Mississippi
$760K
EWM
1932
Evermay Wealth Management
Virginia
$758K
CF
1933
Cyr Financial
Illinois
$757K
TCOTS
1934
Trust Company of the South
North Carolina
$756K
SMH
1935
Sanders Morris Harris
Texas
$756K
SWA
1936
Strategies Wealth Advisors
Michigan
$755K
THCM
1937
Taylor Hoffman Capital Management
Virginia
$754K
NI
1938
NCP Inc
California
$753K
PA
1939
Persium Advisors
Georgia
$752K
IPW
1940
Impact Partnership Wealth
Georgia
$752K
FC
1941
Fairscale Capital
New Hampshire
$752K
SB
1942
Simmons Bank
Arkansas
$750K
IF
1943
Intrua Financial
Texas
$747K
WWA
1944
Wisconsin Wealth Advisors
Wisconsin
$746K
WCA
1945
Westover Capital Advisors
Delaware
$746K
CCA
1946
Coign Capital Advisors
Utah
$746K
CBT
1947
Crews Bank & Trust
Florida
$744K
RPC
1948
Rossmore Private Capital
Connecticut
$743K
ESB
1949
Essex Savings Bank
Connecticut
$743K
QFW
1950
QTR Family Wealth
Florida
$740K