UNH icon

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
TA
2276
TrueWealth Advisors
Alabama
$463K
CFSG
2277
Clark Financial Services Group
Missouri
$463K
ODFS
2278
O'Donnell Financial Services
California
$463K
FFA
2279
Fi3 Financial Advisors
Indiana
$463K
LF
2280
Lantz Financial
Illinois
$462K
PC
2281
Prairiewood Capital
North Dakota
$461K
FWP
2282
Falcon Wealth Planning
California
$461K
PEA
2283
Park Edge Advisors
Ohio
$460K
NERM
2284
New England Research & Management
Illinois
$458K
FCCM
2285
First City Capital Management
Georgia
$456K
PA
2286
Promethium Advisors
Maryland
$454K
CCS
2287
Concentric Capital Strategies
Connecticut
$454K
FWTB
2288
First Western Trust Bank
Colorado
$453K
OWA
2289
Octavia Wealth Advisors
Ohio
$452K
PNC
2290
Park National Corp
Ohio
$450K
WMA
2291
Wealth Management Associates
New Jersey
$450K
CCM
2292
Canal Capital Management
Virginia
$447K
NF
2293
NavPoint Financial
Minnesota
$447K
CFS
2294
Commonwealth Financial Services
West Virginia
$445K
NLP
2295
Next Level Private
New York
$445K
SFG
2296
Seamount Financial Group
Colorado
$443K
MFWP
2297
Mosaic Family Wealth Partners
Missouri
$443K
JWBC
2298
J.W. Burns & Co
New York
$442K
GWSG
2299
GPS Wealth Strategies Group
Colorado
$441K
WCM
2300
Washington Capital Management
Washington
$440K