UNH icon

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
FWTB
2276
First Western Trust Bank
Colorado
$453K
OWA
2277
Octavia Wealth Advisors
Ohio
$452K
PNC
2278
Park National Corp
Ohio
$450K
WMA
2279
Wealth Management Associates
New Jersey
$450K
CCM
2280
Canal Capital Management
Virginia
$447K
NF
2281
NavPoint Financial
Minnesota
$447K
CFS
2282
Commonwealth Financial Services
West Virginia
$445K
NLP
2283
Next Level Private
New York
$445K
SFG
2284
Seamount Financial Group
Colorado
$443K
MFWP
2285
Mosaic Family Wealth Partners
Missouri
$443K
JWBC
2286
J.W. Burns & Co
New York
$442K
GWSG
2287
GPS Wealth Strategies Group
Colorado
$441K
WCM
2288
Washington Capital Management
Washington
$440K
HWMO
2289
Heritage Wealth Management (Ohio)
Ohio
$440K
GWM
2290
GSB Wealth Management
Connecticut
$439K
COCM
2291
Charter Oak Capital Management
New Hampshire
$439K
PWM
2292
Penobscot Wealth Management
Maine
$438K
NWAG
2293
Net Worth Advisory Group
Utah
$437K
KWMG
2294
King Wealth Management Group
Florida
$436K
CA
2295
Centerpoint Advisors
Massachusetts
$436K
CGA
2296
Crescent Grove Advisors
Illinois
$436K
ABLA
2297
Alan B. Lancz & Associates
Ohio
$433K
BW
2298
Balance Wealth
Ohio
$433K
ACM
2299
Arcataur Capital Management
Wisconsin
$433K
SA
2300
Sonoma Allocations
California
$432K