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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
WCM
1951
Wallace Capital Management
Texas
$732K
CWA
1952
Crux Wealth Advisors
California
$731K
JSAM
1953
J. Safra Asset Management
New York
$731K
BL
1954
Balentine LLC
Georgia
$728K
UCB
1955
United Community Bank
South Carolina
$725K
LK
1956
Lumbard & Kellner
New Hampshire
$724K
AWA
1957
Amplius Wealth Advisors
Pennsylvania
$724K
ALA
1958
Atlas Legacy Advisors
California
$723K
MW
1959
Members Wealth
Pennsylvania
$721K
BFG
1960
Birch Financial Group
New Hampshire
$721K
RWA
1961
Redhawk Wealth Advisors
Minnesota
$720K
NJIM
1962
Nabity-Jensen Investment Management
Nebraska
$720K
AWM
1963
Aprio Wealth Management
Georgia
$720K
CFO
1964
CVA Family Office
Colorado
$719K
AWA
1965
A4 Wealth Advisors
North Carolina
$719K
FTC
1966
Farmers Trust Company
Ohio
$719K
LL
1967
LPWM LLC
Minnesota
$718K
CAM
1968
Congress Asset Management
Massachusetts
$718K
KFA
1969
Kelleher Financial Advisors
New York
$716K
RB
1970
Renasant Bank
Mississippi
$714K
PIM
1971
Provident Investment Management
Michigan
$714K
VCWA
1972
Vanguard Capital Wealth Advisors
Colorado
$714K
DWM
1973
Drive Wealth Management
Utah
$712K
IA
1974
Inspire Advisors
Idaho
$711K
IFS
1975
Ifrah Financial Services
Arkansas
$710K