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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
TC
2001
TFR Capital
Texas
$700K
ACM
2002
Ardent Capital Management
Ohio
$700K
SA
2003
Sovran Advisors
California
$700K
SAM
2004
Secure Asset Management
Michigan
$699K
JSL
2005
JT Stratford LLC
Georgia
$695K
CFP
2006
Cascade Financial Partners
California
$693K
EGM
2007
Engineers Gate Manager
New York
$693K
SFWC
2008
Strategic Family Wealth Counselors
New Jersey
$692K
CCA
2009
Cruiser Capital Advisors
Connecticut
$691K
CBA
2010
Coastal Bridge Advisors
Connecticut
$685K
APG
2011
Abacus Planning Group
South Carolina
$684K
RIA
2012
Realta Investment Advisors
Delaware
$682K
GPWM
2013
Grant Private Wealth Management
California
$680K
CNB
2014
Camden National Bank
Maine
$679K
WA
2015
Waddell & Associates
Tennessee
$678K
WA
2016
Wealthstream Advisors
New York
$677K
CWA
2017
Continuum Wealth Advisors
New York
$677K
BCG
2018
Breakwater Capital Group
New Jersey
$674K
FFA
2019
Florida Financial Advisors
Florida
$672K
PAM
2020
Peak Asset Management
Colorado
$671K
BIAS
2021
Beacon Investment Advisory Services
New Jersey
$669K
FPWM
2022
FSB Premier Wealth Management
Iowa
$667K
KJHP
2023
K.J. Harrison & Partners
Ontario, Canada
$666K
LPFG
2024
Landing Point Financial Group
Ohio
$666K
WA
2025
WealthTrust Axiom
Pennsylvania
$666K