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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
CAC
2076
Certified Advisory Corp
Florida
$626K
PCMM
2077
Piedmont Capital Management (Montana)
Montana
$626K
CL
2078
CLG LLC
California
$625K
LIA
2079
LS Investment Advisors
Michigan
$625K
KLCM
2080
KG&L Capital Management
Louisiana
$624K
RFO
2081
RiverGlades Family Offices
Florida
$622K
FP
2082
Factorial Partners
New York
$622K
NFA
2083
Northern Financial Advisors
Michigan
$621K
SRA
2084
Secured Retirement Advisors
Minnesota
$619K
IWA
2085
Invera Wealth Advisors
Oregon
$619K
PWM
2086
Pines Wealth Management
North Carolina
$617K
LA
2087
LVW Advisors
New York
$615K
SC
2088
Sierra Capital
Florida
$614K
FFWM
2089
Future Financial Wealth Management
Ohio
$608K
VBFP
2090
Valtinson Bruner Financial Planning
Minnesota
$607K
CAWM
2091
Capital Advisors Wealth Management
Washington
$606K
BC
2092
Broadwater Capital
Massachusetts
$606K
RWA
2093
River Wealth Advisors
Pennsylvania
$605K
WWC
2094
Waypoint Wealth Counsel
Georgia
$604K
NSIM
2095
North Star Investment Management
Illinois
$602K
TWG
2096
The Wealth Group
Minnesota
$601K
SFS
2097
Summit Financial Strategies
Ohio
$600K
FFWA
2098
FRG Family Wealth Advisors
Washington
$598K
AA
2099
Aire Advisors
California
$598K
FSA
2100
Franklin Street Advisors
North Carolina
$598K