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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
CBA
2001
Coastal Bridge Advisors
Connecticut
$685K
APG
2002
Abacus Planning Group
South Carolina
$684K
RIA
2003
Realta Investment Advisors
Delaware
$682K
GPWM
2004
Grant Private Wealth Management
California
$680K
CNB
2005
Camden National Bank
Maine
$679K
WA
2006
Waddell & Associates
Tennessee
$678K
WA
2007
Wealthstream Advisors
New York
$677K
CWA
2008
Continuum Wealth Advisors
New York
$677K
BCG
2009
Breakwater Capital Group
New Jersey
$674K
FFA
2010
Florida Financial Advisors
Florida
$672K
PAM
2011
Peak Asset Management
Colorado
$671K
BIAS
2012
Beacon Investment Advisory Services
New Jersey
$669K
FPWM
2013
FSB Premier Wealth Management
Iowa
$667K
KJHP
2014
K.J. Harrison & Partners
Ontario, Canada
$666K
LPFG
2015
Landing Point Financial Group
Ohio
$666K
WA
2016
WealthTrust Axiom
Pennsylvania
$666K
BWM
2017
Baron Wealth Management
Michigan
$666K
1SB
2018
1ST Source Bank
Indiana
$666K
BWP
2019
BSW Wealth Partners
Colorado
$665K
TFCP
2020
Twin Focus Capital Partners
Massachusetts
$665K
DAM
2021
Diamant Asset Management
Connecticut
$663K
PGWM
2022
Parisi Gray Wealth Management
New Jersey
$663K
CAM
2023
CenterStar Asset Management
Illinois
$663K
PWP
2024
Prasad Wealth Partners
Ohio
$662K
PB
2025
Pinnacle Bancorp
Nebraska
$662K