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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
FFWM
2076
Future Financial Wealth Management
Ohio
$608K
VBFP
2077
Valtinson Bruner Financial Planning
Minnesota
$607K
CAWM
2078
Capital Advisors Wealth Management
Washington
$606K
BC
2079
Broadwater Capital
Massachusetts
$606K
RWA
2080
River Wealth Advisors
Pennsylvania
$605K
WWC
2081
Waypoint Wealth Counsel
Georgia
$604K
NSIM
2082
North Star Investment Management
Illinois
$602K
TWG
2083
The Wealth Group
Minnesota
$601K
SFS
2084
Summit Financial Strategies
Ohio
$600K
FFWA
2085
FRG Family Wealth Advisors
Washington
$598K
AA
2086
Aire Advisors
California
$598K
FSA
2087
Franklin Street Advisors
North Carolina
$598K
SIL
2088
Severin Investments, LLC
Missouri
$598K
WAS
2089
Winch Advisory Services
Wisconsin
$597K
ACP
2090
Argyle Capital Partners
California
$597K
KA
2091
Klingman & Associates
New York
$596K
MCWS
2092
McKinley Carter Wealth Services
West Virginia
$595K
GF
2093
Gries Financial
Ohio
$595K
ABTD
2094
Arvest Bank Trust Division
Oklahoma
$595K
SPWG
2095
Sage Private Wealth Group
Illinois
$595K
RFG
2096
RFP Financial Group
Georgia
$595K
SIM
2097
Sims Investment Management
Ohio
$593K
EW
2098
Elyxium Wealth
California
$593K
KWA
2099
Kellett Wealth Advisors
Ohio
$593K
WCG
2100
Weaver Consulting Group
California
$592K