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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
SIM
2101
Sims Investment Management
Ohio
$593K
EW
2102
Elyxium Wealth
California
$593K
KWA
2103
Kellett Wealth Advisors
Ohio
$593K
WCG
2104
Weaver Consulting Group
California
$592K
EW
2105
Element Wealth
Mississippi
$592K
CAS
2106
Coppell Advisory Solutions
Texas
$592K
DWA
2107
Douglass Winthrop Advisors
New York
$590K
KFGK
2108
Keystone Financial Group (Kentucky)
Kentucky
$588K
MRI
2109
Mad River Investors
Massachusetts
$587K
AWM
2110
AllSquare Wealth Management
New York
$587K
MQWP
2111
Morey & Quinn Wealth Partners
Nebraska
$586K
MSWM
2112
McGlone Suttner Wealth Management
Wisconsin
$585K
HKAM
2113
Horizon Kinetics Asset Management
New York
$585K
BIS
2114
BG Investment Services
Guam
$584K
AMG
2115
Asset Management Group
Connecticut
$584K
BWM
2116
BCS Wealth Management
Tennessee
$582K
HFP
2117
Holistic Financial Partners
Indiana
$582K
SPAS
2118
Spectrum Planning & Advisory Services
California
$582K
EFG
2119
Ethos Financial Group
Pennsylvania
$581K
PBK
2120
Peoples Bank (Kansas)
Kansas
$580K
VP
2121
Verum Partners
North Carolina
$578K
RI
2122
Ridgewood Investments
New Jersey
$577K
HPIA
2123
Hamilton Point Investment Advisors
North Carolina
$577K
CIA
2124
Caerus Investment Advisors
Texas
$576K
BCM
2125
Bienville Capital Management
New York
$575K