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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
DMBA
2151
Deseret Mutual Benefit Administrators
Utah
$561K
MTIM
2152
Marathon Trading Investment Management
Pennsylvania
$560K
WFA
2153
WMG Financial Advisors
Tennessee
$559K
FPCP
2154
Fort Point Capital Partners
California
$559K
RFP
2155
Root Financial Partners
California
$559K
NPFS
2156
Novak & Powell Financial Services
Florida
$558K
MIM
2157
Moseley Investment Management
Florida
$558K
KFG
2158
Kingdom Financial Group
Arizona
$558K
SPF
2159
South Plains Financial
Texas
$555K
KCPG
2160
Kavar Capital Partners Group
Kansas
$555K
IRP
2161
Investment Research Partners
Pennsylvania
$554K
HA
2162
Harbor Advisors
Florida
$552K
IWP
2163
Invenio Wealth Partners
Florida
$552K
AWA
2164
AGH Wealth Advisors
Kansas
$551K
LA
2165
Lifeworks Advisors
Michigan
$551K
V
2166
VeraBank
Texas
$550K
RC
2167
Rexford Capital
Texas
$548K
WF
2168
Womack Financial
Texas
$546K
LWP
2169
LMG Wealth Partners
Louisiana
$546K
CWS
2170
Cypress Wealth Services
California
$544K
EA
2171
Everpar Advisors
Oklahoma
$543K
MWM
2172
Maridea Wealth Management
New York
$542K
CIM
2173
Cambria Investment Management
California
$542K
NRI
2174
NFP Retirement Inc
California
$541K
DA
2175
Detalus Advisors
Missouri
$540K