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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
SS
2251
Sunbelt Securities
Texas
$466K
BA
2252
Birinyi Associates
Connecticut
$466K
4WM
2253
44 Wealth Management
Oregon
$464K
CWM
2254
Cahaba Wealth Management
Georgia
$464K
BLC
2255
Brown, Lisle/Cummings
Rhode Island
$464K
OF
2256
Optimize Financial
California
$464K
SFS
2257
Stiles Financial Services
Minnesota
$464K
TA
2258
TrueWealth Advisors
Alabama
$463K
CFSG
2259
Clark Financial Services Group
Missouri
$463K
ODFS
2260
O'Donnell Financial Services
California
$463K
FFA
2261
Fi3 Financial Advisors
Indiana
$463K
LF
2262
Lantz Financial
Illinois
$462K
PC
2263
Prairiewood Capital
North Dakota
$461K
FWP
2264
Falcon Wealth Planning
California
$461K
PEA
2265
Park Edge Advisors
Ohio
$460K
NERM
2266
New England Research & Management
Illinois
$458K
FCCM
2267
First City Capital Management
Georgia
$456K
PA
2268
Promethium Advisors
Maryland
$454K
CCS
2269
Concentric Capital Strategies
Connecticut
$454K
FWTB
2270
First Western Trust Bank
Colorado
$453K
OWA
2271
Octavia Wealth Advisors
Ohio
$452K
PNC
2272
Park National Corp
Ohio
$450K
WMA
2273
Wealth Management Associates
New Jersey
$450K
NF
2274
NavPoint Financial
Minnesota
$447K
CFS
2275
Commonwealth Financial Services
West Virginia
$445K