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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
VCM
2251
Virtue Capital Management
Tennessee
$469K
WQ
2252
Wealth Quarterback
New Jersey
$469K
MCP
2253
Mirador Capital Partners
California
$468K
MSA
2254
Marino Stram & Associates
Massachusetts
$467K
LWM
2255
LeConte Wealth Management
Tennessee
$467K
TM
2256
TigerOak Management
New Mexico
$467K
SS
2257
Sunbelt Securities
Texas
$466K
BA
2258
Birinyi Associates
Connecticut
$466K
4WM
2259
44 Wealth Management
Oregon
$464K
CWM
2260
Cahaba Wealth Management
Georgia
$464K
BLC
2261
Brown, Lisle/Cummings
Rhode Island
$464K
OF
2262
Optimize Financial
California
$464K
SFS
2263
Stiles Financial Services
Minnesota
$464K
TA
2264
TrueWealth Advisors
Alabama
$463K
CFSG
2265
Clark Financial Services Group
Missouri
$463K
ODFS
2266
O'Donnell Financial Services
California
$463K
FFA
2267
Fi3 Financial Advisors
Indiana
$463K
LF
2268
Lantz Financial
Illinois
$462K
PC
2269
Prairiewood Capital
North Dakota
$461K
FWP
2270
Falcon Wealth Planning
California
$461K
PEA
2271
Park Edge Advisors
Ohio
$460K
NERM
2272
New England Research & Management
Illinois
$458K
FCCM
2273
First City Capital Management
Georgia
$456K
PA
2274
Promethium Advisors
Maryland
$454K
CCS
2275
Concentric Capital Strategies
Connecticut
$454K