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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
SI
2101
Severin Investments
Missouri
$598K
WAS
2102
Winch Advisory Services
Wisconsin
$597K
ACP
2103
Argyle Capital Partners
California
$597K
KA
2104
Klingman & Associates
New York
$596K
MCWS
2105
McKinley Carter Wealth Services
West Virginia
$595K
GF
2106
Gries Financial
Ohio
$595K
ABTD
2107
Arvest Bank Trust Division
Oklahoma
$595K
SPWG
2108
Sage Private Wealth Group
Illinois
$595K
RFG
2109
RFP Financial Group
Georgia
$595K
SIM
2110
Sims Investment Management
Ohio
$593K
EW
2111
Elyxium Wealth
California
$593K
KWA
2112
Kellett Wealth Advisors
Ohio
$593K
WCG
2113
Weaver Consulting Group
California
$592K
EW
2114
Element Wealth
Mississippi
$592K
CAS
2115
Coppell Advisory Solutions
Texas
$592K
DWA
2116
Douglass Winthrop Advisors
New York
$590K
KFGK
2117
Keystone Financial Group (Kentucky)
Kentucky
$588K
MRI
2118
Mad River Investors
Massachusetts
$587K
AWM
2119
AllSquare Wealth Management
New York
$587K
MQWP
2120
Morey & Quinn Wealth Partners
Nebraska
$586K
MSWM
2121
McGlone Suttner Wealth Management
Wisconsin
$585K
HKAM
2122
Horizon Kinetics Asset Management
New York
$585K
BIS
2123
BG Investment Services
Guam
$584K
AMG
2124
Asset Management Group
Connecticut
$584K
BWM
2125
BCS Wealth Management
Tennessee
$582K