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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
HFP
2126
Holistic Financial Partners
Indiana
$582K
SPAS
2127
Spectrum Planning & Advisory Services
California
$582K
EFG
2128
Ethos Financial Group
Pennsylvania
$581K
MCM
2129
MV Capital Management
Maryland
$580K
PBK
2130
Peoples Bank (Kansas)
Kansas
$580K
VP
2131
Verum Partners
North Carolina
$578K
RI
2132
Ridgewood Investments
New Jersey
$577K
HPIA
2133
Hamilton Point Investment Advisors
North Carolina
$577K
CIA
2134
Caerus Investment Advisors
Texas
$576K
BCM
2135
Bienville Capital Management
New York
$575K
MFP
2136
Meridian Financial Partners
Virginia
$574K
RPGNY
2137
Retirement Planning Group (New York)
New York
$573K
WDC
2138
Woodward Diversified Capital
California
$573K
NFP
2139
Narus Financial Partners
Utah
$572K
TNB
2140
Thomasville National Bank
Georgia
$569K
CAGAS
2141
Capital Advisory Group Advisory Services
Minnesota
$568K
DSA
2142
Droms Strauss Advisors
Missouri
$568K
SWG
2143
Summit Wealth Group
Vermont
$568K
CPWA
2144
Cerro Pacific Wealth Advisors
California
$567K
DFA
2145
Davies Financial Advisors
California
$565K
APIM
2146
Agate Pass Investment Management
Washington
$564K
IA
2147
Intellus Advisors
Florida
$564K
AWP
2148
Axis Wealth Partners
Rhode Island
$563K
ACM
2149
Alethea Capital Management
Washington
$562K
SC
2150
Soundwatch Capital
Connecticut
$561K