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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
MFG
2226
Menard Financial Group
Texas
$490K
CPA
2227
Capital Performance Advisors
California
$490K
PCM
2228
Polymer Capital Management
New York
$489K
Harris Associates
2229
Harris Associates
Illinois
$488K
PCM
2230
Pennsylvania Capital Management
Pennsylvania
$488K
MS
2231
Mizuho Securities
Japan
$488K
CFFP
2232
Center for Financial Planning
Michigan
$487K
WAG
2233
Windsor Advisory Group
Ohio
$487K
XF
2234
XML Financial
Maryland
$486K
PIM
2235
Profit Investment Management
Maryland
$485K
HWM
2236
Hohimer Wealth Management
Washington
$485K
FFC
2237
First Financial Corp
Indiana
$484K
SL
2238
Salomon & Ludwin
Virginia
$484K
BMWS
2239
Brady Martz Wealth Solutions
North Dakota
$483K
HAI
2240
Hennessy Advisors Inc
California
$483K
AI
2241
AdvisorShares Investments
Maryland
$483K
DI
2242
Diligent Investors
California
$483K
BW
2243
Blalock Williams
Alabama
$482K
RFN
2244
RDA Financial Network
Iowa
$482K
DWS
2245
Discipline Wealth Solutions
South Carolina
$481K
CC
2246
Cypress Capital
Tennessee
$481K
PWG
2247
Portside Wealth Group
Utah
$479K
PWM
2248
Proathlete Wealth Management
Florida
$477K
JWM
2249
Jessup Wealth Management
Ohio
$475K
AGP
2250
Aspire Growth Partners
Florida
$474K