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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
SMH
1926
Sanders Morris Harris
Texas
$756K
SWA
1927
Strategies Wealth Advisors
Michigan
$755K
THCM
1928
Taylor Hoffman Capital Management
Virginia
$754K
NI
1929
NCP Inc
California
$753K
PA
1930
Persium Advisors
Georgia
$752K
IPW
1931
Impact Partnership Wealth
Georgia
$752K
FC
1932
Fairscale Capital
New Hampshire
$752K
SB
1933
Simmons Bank
Arkansas
$750K
IF
1934
Intrua Financial
Texas
$747K
WWA
1935
Wisconsin Wealth Advisors
Wisconsin
$746K
WCA
1936
Westover Capital Advisors
Delaware
$746K
CCA
1937
Coign Capital Advisors
Utah
$746K
CBT
1938
Crews Bank & Trust
Florida
$744K
RPC
1939
Rossmore Private Capital
Connecticut
$743K
ESB
1940
Essex Savings Bank
Connecticut
$743K
QFW
1941
QTR Family Wealth
Florida
$740K
IP
1942
Intellectus Partners
California
$740K
ARMT
1943
Amica Retiree Medical Trust
Rhode Island
$740K
FNA
1944
First National Advisers
Nebraska
$740K
BL
1945
BFSG LLC
California
$739K
HWA
1946
HCR Wealth Advisors
California
$738K
TBC
1947
Tweedy, Browne Co
Connecticut
$738K
SWA
1948
SFMG Wealth Advisors
Texas
$736K
WAM
1949
Weinberger Asset Management
California
$736K
CA
1950
Cambridge Advisors
Nebraska
$733K