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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
UCB
1951
United Community Bank
South Carolina
$725K
LK
1952
Lumbard & Kellner
New Hampshire
$724K
AWA
1953
Amplius Wealth Advisors
Pennsylvania
$724K
ALA
1954
Atlas Legacy Advisors
California
$723K
MW
1955
Members Wealth
Pennsylvania
$721K
BFG
1956
Birch Financial Group
New Hampshire
$721K
RWA
1957
Redhawk Wealth Advisors
Minnesota
$720K
NJIM
1958
Nabity-Jensen Investment Management
Nebraska
$720K
AWM
1959
Aprio Wealth Management
Georgia
$720K
CFO
1960
CVA Family Office
Colorado
$719K
AWA
1961
A4 Wealth Advisors
North Carolina
$719K
FTC
1962
Farmers Trust Company
Ohio
$719K
LL
1963
LPWM LLC
Minnesota
$718K
CAM
1964
Congress Asset Management
Massachusetts
$718K
KFA
1965
Kelleher Financial Advisors
New York
$716K
RB
1966
Renasant Bank
Mississippi
$714K
PIM
1967
Provident Investment Management
Michigan
$714K
VCWA
1968
Vanguard Capital Wealth Advisors
Colorado
$714K
DWM
1969
Drive Wealth Management
Utah
$712K
IA
1970
Inspire Advisors
Idaho
$711K
IFS
1971
Ifrah Financial Services
Arkansas
$710K
YIM
1972
Yoffe Investment Management
Pennsylvania
$710K
CWM
1973
Cornerstone Wealth Management
Missouri
$710K
DBRC
1974
D.B. Root & Company
Pennsylvania
$708K
MWA
1975
Midland Wealth Advisors
Illinois
$708K