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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
YIM
1976
Yoffe Investment Management
Pennsylvania
$710K
CWM
1977
Cornerstone Wealth Management
Missouri
$710K
DBRC
1978
D.B. Root & Company
Pennsylvania
$708K
MWA
1979
Midland Wealth Advisors
Illinois
$708K
MMCM
1980
Murphy & Mullick Capital Management
New York
$707K
NFG
1981
Nations Financial Group
Iowa
$707K
CASB
1982
Cape Ann Savings Bank
Massachusetts
$707K
MAM
1983
McLean Asset Management
Virginia
$706K
CB
1984
CNB Bank
Pennsylvania
$706K
EWM
1985
Echo Wealth Management
Minnesota
$706K
GWCM
1986
Godshalk Welsh Capital Management
Pennsylvania
$706K
WH
1987
Willner & Heller
California
$705K
PMSA
1988
Patrick M. Sweeney & Associates
Illinois
$705K
GLLW
1989
Graves Light Lenhart Wealth
Virginia
$704K
HCA
1990
Heck Capital Advisors
Wisconsin
$703K
NA
1991
Navellier & Associates
Nevada
$703K
TC
1992
TFR Capital
Texas
$700K
ACM
1993
Ardent Capital Management
Ohio
$700K
SA
1994
Sovran Advisors
California
$700K
SAM
1995
Secure Asset Management
Michigan
$699K
JSL
1996
JT Stratford LLC
Georgia
$695K
CFP
1997
Cascade Financial Partners
California
$693K
EGM
1998
Engineers Gate Manager
New York
$693K
SFWC
1999
Strategic Family Wealth Counselors
New Jersey
$692K
CCA
2000
Cruiser Capital Advisors
Connecticut
$691K