UNH icon

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
IWA
2076
Invera Wealth Advisors
Oregon
$619K
PWM
2077
Pines Wealth Management
North Carolina
$617K
LA
2078
LVW Advisors
New York
$615K
SC
2079
Sierra Capital
Florida
$614K
FFWM
2080
Future Financial Wealth Management
Ohio
$608K
VBFP
2081
Valtinson Bruner Financial Planning
Minnesota
$607K
CAWM
2082
Capital Advisors Wealth Management
Washington
$606K
BC
2083
Broadwater Capital
Massachusetts
$606K
RWA
2084
River Wealth Advisors
Pennsylvania
$605K
WWC
2085
Waypoint Wealth Counsel
Georgia
$604K
NSIM
2086
North Star Investment Management
Illinois
$602K
TWG
2087
The Wealth Group
Minnesota
$601K
SFS
2088
Summit Financial Strategies
Ohio
$600K
FFWA
2089
FRG Family Wealth Advisors
Washington
$598K
AA
2090
Aire Advisors
California
$598K
FSA
2091
Franklin Street Advisors
North Carolina
$598K
SI
2092
Severin Investments
Missouri
$598K
WAS
2093
Winch Advisory Services
Wisconsin
$597K
ACP
2094
Argyle Capital Partners
California
$597K
KA
2095
Klingman & Associates
New York
$596K
MCWS
2096
McKinley Carter Wealth Services
West Virginia
$595K
GF
2097
Gries Financial
Ohio
$595K
ABTD
2098
Arvest Bank Trust Division
Oklahoma
$595K
SPWG
2099
Sage Private Wealth Group
Illinois
$595K
RFG
2100
RFP Financial Group
Georgia
$595K