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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
DWS
2226
Discipline Wealth Solutions
South Carolina
$481K
CC
2227
Cypress Capital
Tennessee
$481K
PWG
2228
Portside Wealth Group
Utah
$479K
PWM
2229
Proathlete Wealth Management
Florida
$477K
JWM
2230
Jessup Wealth Management
Ohio
$475K
AGP
2231
Aspire Growth Partners
Florida
$474K
CAM
2232
Chesapeake Asset Management
New York
$474K
AIA
2233
Arbor Investment Advisors
North Carolina
$473K
MWPCG
2234
Measured Wealth Private Client Group
New Hampshire
$473K
DI
2235
Disciplined Investors
Texas
$472K
MSS
2236
Mitchell Sinkler & Starr
Pennsylvania
$472K
BOPW
2237
Brandywine Oak Private Wealth
Pennsylvania
$472K
HCP
2238
Holt Capital Partners
Texas
$471K
BFS
2239
Burr Financial Services
California
$471K
VCP
2240
Verus Capital Partners
Arizona
$471K
PCM
2241
Pointe Capital Management
Michigan
$470K
EFSCE
2242
Enterprise Financial Services Corp (EFSC)
Missouri
$470K
KSWWM
2243
Keyes Stange & Wooten Wealth Management
Florida
$470K
MHR
2244
Matthew Hamilton Rosenberg
$469K
VCM
2245
Virtue Capital Management
Tennessee
$469K
WQ
2246
Wealth Quarterback
New Jersey
$469K
MCP
2247
Mirador Capital Partners
California
$468K
MSA
2248
Marino Stram & Associates
Massachusetts
$467K
LWM
2249
LeConte Wealth Management
Tennessee
$467K
TM
2250
TigerOak Management
New Mexico
$467K