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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
FAM
2051
Flaharty Asset Management
Florida
$635K
SPWG
2052
Syntegra Private Wealth Group
Missouri
$634K
MIC
2053
Means Investment Company
Maine
$633K
MW
2054
MBL Wealth
North Carolina
$633K
VAM
2055
Virtue Asset Management
Illinois
$633K
Fuller & Thaler Asset Management
2056
Fuller & Thaler Asset Management
California
$632K
TWM
2057
Thrive Wealth Management
Pennsylvania
$632K
PW
2058
PUREfi Wealth
Massachusetts
$632K
FWMP
2059
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$632K
MPCL
2060
My Personal CFO LLC
Washington
$632K
LSA
2061
Lansing Street Advisors
Pennsylvania
$630K
BFS
2062
BridgePort Financial Solutions
Iowa
$628K
CAC
2063
Certified Advisory Corp
Florida
$626K
PCM
2064
Piedmont Capital Management
Montana
$626K
CL
2065
CLG LLC
California
$625K
LIA
2066
LS Investment Advisors
Michigan
$625K
KLCM
2067
KG&L Capital Management
Louisiana
$624K
RFO
2068
RiverGlades Family Offices
Florida
$622K
FP
2069
Factorial Partners
New York
$622K
NFA
2070
Northern Financial Advisors
Michigan
$621K
SRA
2071
Secured Retirement Advisors
Minnesota
$619K
IWA
2072
Invera Wealth Advisors
Oregon
$619K
PWM
2073
Pines Wealth Management
North Carolina
$617K
LA
2074
LVW Advisors
New York
$615K
SC
2075
Sierra Capital
Florida
$614K