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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
CG
2176
Cynosure Group
Utah
$516K
BWM
2177
Buska Wealth Management
Wisconsin
$516K
BAM
2178
Byrne Asset Management
New Jersey
$516K
BFIM
2179
Beese Fulmer Investment Management
Ohio
$515K
AIIMS
2180
Analyst IMS Investment Management Services
Israel
$513K
Polen Capital Management
2181
Polen Capital Management
Florida
$512K
TF
2182
Tompkins Financial
New York
$512K
CSPIA
2183
Cary Street Partners Investment Advisory
Virginia
$508K
PWM
2184
Prosperity Wealth Management
California
$507K
WT
2185
Washington Trust
Rhode Island
$506K
MHC
2186
May Hill Capital
Massachusetts
$505K
PIA
2187
Pinion Investment Advisors
Kansas
$505K
RDFA
2188
Ritter Daniher Financial Advisory
Ohio
$504K
HCM
2189
Hengehold Capital Management
Ohio
$504K
MWM
2190
Manske Wealth Management
Texas
$504K
GFA
2191
Gallagher Fiduciary Advisors
Illinois
$502K
WAG
2192
Winthrop Advisory Group
Massachusetts
$502K
GSWM
2193
Golden State Wealth Management
California
$501K
AIA
2194
Affinity Investment Advisors
California
$501K
NRI
2195
NFP Retirement Inc
California
$500K
GPI
2196
General Partner Inc
Pennsylvania
$499K
EFI
2197
EHP Funds Inc
Canada
$499K
SIS
2198
Sound Income Strategies
Florida
$496K
BWP
2199
Baldwin Wealth Partners
Massachusetts
$496K
ATC
2200
Adirondack Trust Company
New York
$493K