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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
Polen Capital Management
2201
Polen Capital Management
Florida
$512K
TF
2202
Tompkins Financial
New York
$512K
CSPIA
2203
Cary Street Partners Investment Advisory
Virginia
$508K
PWM
2204
Prosperity Wealth Management
California
$507K
WT
2205
Washington Trust
Rhode Island
$506K
MHC
2206
May Hill Capital
Massachusetts
$505K
PIA
2207
Pinion Investment Advisors
Kansas
$505K
RDFA
2208
Ritter Daniher Financial Advisory
Ohio
$504K
HCM
2209
Hengehold Capital Management
Ohio
$504K
MWM
2210
Manske Wealth Management
Texas
$504K
GFA
2211
Gallagher Fiduciary Advisors
Illinois
$502K
WAG
2212
Winthrop Advisory Group
Massachusetts
$502K
GSWM
2213
Golden State Wealth Management
California
$501K
AIA
2214
Affinity Investment Advisors
California
$501K
GPI
2215
General Partner Inc
Pennsylvania
$499K
EFI
2216
EHP Funds Inc
Canada
$499K
SIS
2217
Sound Income Strategies
Florida
$496K
BWP
2218
Baldwin Wealth Partners
Massachusetts
$496K
ATC
2219
Adirondack Trust Company
New York
$493K
GCA
2220
Genesee Capital Advisors
New York
$492K
DIP
2221
DT Investment Partners
Pennsylvania
$491K
ML
2222
McAdam LLC
Pennsylvania
$490K
CIA
2223
CCM Investment Advisers
South Carolina
$490K
AWS
2224
Aspen Wealth Strategies
Colorado
$490K
FAFN
2225
First Affirmative Financial Network
Colorado
$490K