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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
HA
2151
Harbor Advisors
Florida
$552K
IWP
2152
Invenio Wealth Partners
Florida
$552K
AWA
2153
AGH Wealth Advisors
Kansas
$551K
LA
2154
Lifeworks Advisors
Michigan
$551K
V
2155
VeraBank
Texas
$550K
RC
2156
Rexford Capital
Texas
$548K
LWP
2157
LMG Wealth Partners
Louisiana
$546K
CWS
2158
Cypress Wealth Services
California
$544K
EA
2159
Everpar Advisors
Oklahoma
$543K
MWM
2160
Maridea Wealth Management
New York
$542K
CIM
2161
Cambria Investment Management
California
$542K
DA
2162
Detalus Advisors
Missouri
$540K
MCM
2163
Maple Capital Management
Vermont
$539K
GC
2164
Gilbert & Cook
Iowa
$539K
SIAP
2165
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$538K
FMC
2166
First Merchants Corp
Indiana
$538K
C
2167
Covestor
United Kingdom
$536K
CAL
2168
Capital Advisors Ltd
Ohio
$535K
OWA
2169
One Wealth Advisors
California
$534K
RPWA
2170
Regent Peak Wealth Advisors
Georgia
$532K
WMP
2171
Wealth Management Partners
Arizona
$532K
MWM
2172
Mindset Wealth Management
Indiana
$531K
Members Trust
2173
Members Trust
Florida
$529K
FNBSF
2174
First National Bank Sioux Falls
South Dakota
$527K
CA
2175
Claris Advisors
Missouri
$526K