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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
LL
1976
LPWM LLC
Minnesota
$718K
CAM
1977
Congress Asset Management
Massachusetts
$718K
KFA
1978
Kelleher Financial Advisors
New York
$716K
RB
1979
Renasant Bank
Mississippi
$714K
PIM
1980
Provident Investment Management
Michigan
$714K
VCWA
1981
Vanguard Capital Wealth Advisors
Colorado
$714K
DWM
1982
Drive Wealth Management
Utah
$712K
IA
1983
Inspire Advisors
Idaho
$711K
IFS
1984
Ifrah Financial Services
Arkansas
$710K
YIM
1985
Yoffe Investment Management
Pennsylvania
$710K
CWM
1986
Cornerstone Wealth Management
Missouri
$710K
DBRC
1987
D.B. Root & Company
Pennsylvania
$708K
MWA
1988
Midland Wealth Advisors
Illinois
$708K
MMCM
1989
Murphy & Mullick Capital Management
New York
$707K
NFG
1990
Nations Financial Group
Iowa
$707K
CASB
1991
Cape Ann Savings Bank
Massachusetts
$707K
MAM
1992
McLean Asset Management
Virginia
$706K
CB
1993
CNB Bank
Pennsylvania
$706K
EWM
1994
Echo Wealth Management
Minnesota
$706K
GWCM
1995
Godshalk Welsh Capital Management
Pennsylvania
$706K
WH
1996
Willner & Heller
California
$705K
PMSA
1997
Patrick M. Sweeney & Associates
Illinois
$705K
GLLW
1998
Graves Light Lenhart Wealth
Virginia
$704K
HCA
1999
Heck Capital Advisors
Wisconsin
$703K
NA
2000
Navellier & Associates
Nevada
$703K