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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
DSA
2126
Droms Strauss Advisors
Missouri
$568K
SWG
2127
Summit Wealth Group
Vermont
$568K
CPWA
2128
Cerro Pacific Wealth Advisors
California
$567K
DFA
2129
Davies Financial Advisors
California
$565K
APIM
2130
Agate Pass Investment Management
Washington
$564K
IA
2131
Intellus Advisors
Florida
$564K
AWP
2132
Axis Wealth Partners
Rhode Island
$563K
ACM
2133
Alethea Capital Management
Washington
$562K
SC
2134
Soundwatch Capital
Connecticut
$561K
DMBA
2135
Deseret Mutual Benefit Administrators
Utah
$561K
MTIM
2136
Marathon Trading Investment Management
Pennsylvania
$560K
WFA
2137
WMG Financial Advisors
Tennessee
$559K
FPCP
2138
Fort Point Capital Partners
California
$559K
RFP
2139
Root Financial Partners
California
$559K
NPFS
2140
Novak & Powell Financial Services
Florida
$558K
MIM
2141
Moseley Investment Management
Florida
$558K
KFG
2142
Kingdom Financial Group
Arizona
$558K
SPF
2143
South Plains Financial
Texas
$555K
KCPG
2144
Kavar Capital Partners Group
Kansas
$555K
IRPL
2145
Investment Research Partners LLC
Pennsylvania
$554K
HA
2146
Harbor Advisors
Florida
$552K
IWP
2147
Invenio Wealth Partners
Florida
$552K
AWA
2148
AGH Wealth Advisors
Kansas
$551K
LA
2149
Lifeworks Advisors
Michigan
$551K
V
2150
VeraBank
Texas
$550K