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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
BMWS
2226
Brady Martz Wealth Solutions
North Dakota
$483K
HAI
2227
Hennessy Advisors Inc
California
$483K
AI
2228
AdvisorShares Investments
Maryland
$483K
DI
2229
Diligent Investors
California
$483K
BW
2230
Blalock Williams
Alabama
$482K
RFN
2231
RDA Financial Network
Iowa
$482K
DWS
2232
Discipline Wealth Solutions
South Carolina
$481K
CC
2233
Cypress Capital
Tennessee
$481K
PWG
2234
Portside Wealth Group
Utah
$479K
PWM
2235
Proathlete Wealth Management
Florida
$477K
JWM
2236
Jessup Wealth Management
Ohio
$475K
AGP
2237
Aspire Growth Partners
Florida
$474K
CAM
2238
Chesapeake Asset Management
New York
$474K
AIA
2239
Arbor Investment Advisors
North Carolina
$473K
MWPCG
2240
Measured Wealth Private Client Group
New Hampshire
$473K
DI
2241
Disciplined Investors
Texas
$472K
MSS
2242
Mitchell Sinkler & Starr
Pennsylvania
$472K
BOPW
2243
Brandywine Oak Private Wealth
Pennsylvania
$472K
HCP
2244
Holt Capital Partners
Texas
$471K
BFS
2245
Burr Financial Services
California
$471K
VCP
2246
Verus Capital Partners
Arizona
$471K
PCM
2247
Pointe Capital Management
Michigan
$470K
EFSCE
2248
Enterprise Financial Services Corp (EFSC)
Missouri
$470K
KSWWM
2249
Keyes Stange & Wooten Wealth Management
Florida
$470K
MHR
2250
Matthew Hamilton Rosenberg
$469K