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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
NRWA
2176
North Ridge Wealth Advisors
Oregon
$526K
CIA
2177
Cape Investment Advisory
Georgia
$525K
BFA
2178
Buttonwood Financial Advisors
Maryland
$522K
PAG
2179
Paladin Advisory Group
Iowa
$520K
CTC
2180
Corundum Trust Company
South Dakota
$518K
CC
2181
Corsicana & Co
Texas
$517K
CG
2182
Cynosure Group
Utah
$516K
BWM
2183
Buska Wealth Management
Wisconsin
$516K
BAM
2184
Byrne Asset Management
New Jersey
$516K
BFIM
2185
Beese Fulmer Investment Management
Ohio
$515K
AIIMS
2186
Analyst IMS Investment Management Services
Israel
$513K
Polen Capital Management
2187
Polen Capital Management
Florida
$512K
TF
2188
Tompkins Financial
New York
$512K
CSPIA
2189
Cary Street Partners Investment Advisory
Virginia
$508K
PWM
2190
Prosperity Wealth Management
California
$507K
WT
2191
Washington Trust
Rhode Island
$506K
MHC
2192
May Hill Capital
Massachusetts
$505K
PIA
2193
Pinion Investment Advisors
Kansas
$505K
RDFA
2194
Ritter Daniher Financial Advisory
Ohio
$504K
HCM
2195
Hengehold Capital Management
Ohio
$504K
MWM
2196
Manske Wealth Management
Texas
$504K
GFA
2197
Gallagher Fiduciary Advisors
Illinois
$502K
WAG
2198
Winthrop Advisory Group
Massachusetts
$502K
GSWM
2199
Golden State Wealth Management
California
$501K
AIA
2200
Affinity Investment Advisors
California
$501K