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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
RC
2151
Rexford Capital
Texas
$548K
LWP
2152
LMG Wealth Partners
Louisiana
$546K
CWS
2153
Cypress Wealth Services
California
$544K
EA
2154
Everpar Advisors
Oklahoma
$543K
MWM
2155
Maridea Wealth Management
New York
$542K
CIM
2156
Cambria Investment Management
California
$542K
DA
2157
Detalus Advisors
Missouri
$540K
MCM
2158
Maple Capital Management
Vermont
$539K
GC
2159
Gilbert & Cook
Iowa
$539K
SIAP
2160
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$538K
FMC
2161
First Merchants Corp
Indiana
$538K
C
2162
Covestor
United Kingdom
$536K
CAL
2163
Capital Advisors Ltd
Ohio
$535K
OWA
2164
One Wealth Advisors
California
$534K
RPWA
2165
Regent Peak Wealth Advisors
Georgia
$532K
WMP
2166
Wealth Management Partners
Arizona
$532K
MWM
2167
Mindset Wealth Management
Indiana
$531K
Members Trust
2168
Members Trust
Florida
$529K
FNBSF
2169
First National Bank Sioux Falls
South Dakota
$527K
CA
2170
Claris Advisors
Missouri
$526K
NRWA
2171
North Ridge Wealth Advisors
Oregon
$526K
BFA
2172
Buttonwood Financial Advisors
Maryland
$522K
PAG
2173
Paladin Advisory Group
Iowa
$520K
CTC
2174
Corundum Trust Company
South Dakota
$518K
CC
2175
Corsicana & Co
Texas
$517K