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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
EW
2101
Element Wealth
Mississippi
$592K
CAS
2102
Coppell Advisory Solutions
Texas
$592K
DWA
2103
Douglass Winthrop Advisors
New York
$590K
KFGK
2104
Keystone Financial Group (Kentucky)
Kentucky
$588K
MRI
2105
Mad River Investors
Massachusetts
$587K
MQWP
2106
Morey & Quinn Wealth Partners
Nebraska
$586K
MSWM
2107
McGlone Suttner Wealth Management
Wisconsin
$585K
HKAM
2108
Horizon Kinetics Asset Management
New York
$585K
BIS
2109
BG Investment Services
Guam
$584K
AMG
2110
Asset Management Group
Connecticut
$584K
BWM
2111
BCS Wealth Management
Tennessee
$582K
HFP
2112
Holistic Financial Partners
Indiana
$582K
SPAS
2113
Spectrum Planning & Advisory Services
California
$582K
EFG
2114
Ethos Financial Group
Pennsylvania
$581K
PBK
2115
Peoples Bank (Kansas)
Kansas
$580K
VP
2116
Verum Partners
North Carolina
$578K
RI
2117
Ridgewood Investments
New Jersey
$577K
HPIA
2118
Hamilton Point Investment Advisors
North Carolina
$577K
CIA
2119
Caerus Investment Advisors
Texas
$576K
BCM
2120
Bienville Capital Management
New York
$575K
MFP
2121
Meridian Financial Partners
Virginia
$574K
RPGNY
2122
Retirement Planning Group (New York)
New York
$573K
WDC
2123
Woodward Diversified Capital
California
$573K
TNB
2124
Thomasville National Bank
Georgia
$569K
CAGAS
2125
Capital Advisory Group Advisory Services
Minnesota
$568K