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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
BWM
2026
Baron Wealth Management
Michigan
$666K
1SB
2027
1ST Source Bank
Indiana
$666K
BWP
2028
BSW Wealth Partners
Colorado
$665K
TFCP
2029
Twin Focus Capital Partners
Massachusetts
$665K
DAM
2030
Diamant Asset Management
Connecticut
$663K
PGWM
2031
Parisi Gray Wealth Management
New Jersey
$663K
CAM
2032
CenterStar Asset Management
Illinois
$663K
PWP
2033
Prasad Wealth Partners
Ohio
$662K
PB
2034
Pinnacle Bancorp
Nebraska
$662K
1C
2035
111 Capital
France
$662K
SB
2036
Sunflower Bank
Texas
$662K
SAM
2037
Sawgrass Asset Management
Florida
$661K
PCM
2038
Presidio Capital Management
California
$661K
AA
2039
Acorns Advisers
California
$661K
KAM
2040
KEB Asset Management
Illinois
$660K
GWA
2041
Gratus Wealth Advisors
Virginia
$659K
FA
2042
Faithward Advisors
Pennsylvania
$659K
OC
2043
Opinicus Capital
Florida
$658K
LAM
2044
Lingohr Asset Management
Germany
$656K
CAM
2045
Creekmur Asset Management
Illinois
$654K
FBT
2046
First Bank & Trust
South Dakota
$653K
APM
2047
a16z Perennial Management
California
$652K
FNWM
2048
Financial Network Wealth Management
Utah
$652K
SIM
2049
Synergy Investment Management
Florida
$651K
TPWA
2050
Twin Peaks Wealth Advisors
California
$650K