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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 296 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
CNB
2001
Camden National Bank
Maine
$679K
WA
2002
Waddell & Associates
Tennessee
$678K
WA
2003
Wealthstream Advisors
New York
$677K
CWA
2004
Continuum Wealth Advisors
New York
$677K
BCG
2005
Breakwater Capital Group
New Jersey
$674K
FFA
2006
Florida Financial Advisors
Florida
$672K
PAM
2007
Peak Asset Management
Colorado
$671K
BIAS
2008
Beacon Investment Advisory Services
New Jersey
$669K
FPWM
2009
FSB Premier Wealth Management
Iowa
$667K
KJHP
2010
K.J. Harrison & Partners
Ontario, Canada
$666K
LPFG
2011
Landing Point Financial Group
Ohio
$666K
WA
2012
WealthTrust Axiom
Pennsylvania
$666K
BWM
2013
Baron Wealth Management
Michigan
$666K
1SB
2014
1ST Source Bank
Indiana
$666K
BWP
2015
BSW Wealth Partners
Colorado
$665K
TFCP
2016
Twin Focus Capital Partners
Massachusetts
$665K
DAM
2017
Diamant Asset Management
Connecticut
$663K
PGWM
2018
Parisi Gray Wealth Management
New Jersey
$663K
CAM
2019
CenterStar Asset Management
Illinois
$663K
PWP
2020
Prasad Wealth Partners
Ohio
$662K
PB
2021
Pinnacle Bancorp
Nebraska
$662K
1C
2022
111 Capital
France
$662K
SB
2023
Sunflower Bank
Texas
$662K
SAM
2024
Sawgrass Asset Management
Florida
$661K
PCM
2025
Presidio Capital Management
California
$661K