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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
MFP
2126
Meridian Financial Partners
Virginia
$574K
RPGNY
2127
Retirement Planning Group (New York)
New York
$573K
WDC
2128
Woodward Diversified Capital
California
$573K
TNB
2129
Thomasville National Bank
Georgia
$569K
CAGAS
2130
Capital Advisory Group Advisory Services
Minnesota
$568K
DSA
2131
Droms Strauss Advisors
Missouri
$568K
SWG
2132
Summit Wealth Group
Vermont
$568K
CPWA
2133
Cerro Pacific Wealth Advisors
California
$567K
DFA
2134
Davies Financial Advisors
California
$565K
APIM
2135
Agate Pass Investment Management
Washington
$564K
IA
2136
Intellus Advisors
Florida
$564K
AWP
2137
Axis Wealth Partners
Rhode Island
$563K
ACM
2138
Alethea Capital Management
Washington
$562K
SC
2139
Soundwatch Capital
Connecticut
$561K
DMBA
2140
Deseret Mutual Benefit Administrators
Utah
$561K
MTIM
2141
Marathon Trading Investment Management
Pennsylvania
$560K
WFA
2142
WMG Financial Advisors
Tennessee
$559K
FPCP
2143
Fort Point Capital Partners
California
$559K
RFP
2144
Root Financial Partners
California
$559K
NPFS
2145
Novak & Powell Financial Services
Florida
$558K
MIM
2146
Moseley Investment Management
Florida
$558K
KFG
2147
Kingdom Financial Group
Arizona
$558K
SPF
2148
South Plains Financial
Texas
$555K
KCPG
2149
Kavar Capital Partners Group
Kansas
$555K
IRP
2150
Investment Research Partners
Pennsylvania
$554K