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
HWMO
2301
Heritage Wealth Management (Ohio)
Ohio
$440K
GWM
2302
GSB Wealth Management
Connecticut
$439K
COCM
2303
Charter Oak Capital Management
New Hampshire
$439K
PWM
2304
Penobscot Wealth Management
Maine
$438K
NWAG
2305
Net Worth Advisory Group
Utah
$437K
KWMG
2306
King Wealth Management Group
Florida
$436K
CA
2307
Centerpoint Advisors
Massachusetts
$436K
CGA
2308
Crescent Grove Advisors
Illinois
$436K
ABLA
2309
Alan B. Lancz & Associates
Ohio
$433K
BW
2310
Balance Wealth
Ohio
$433K
ACM
2311
Arcataur Capital Management
Wisconsin
$433K
SA
2312
Sonoma Allocations
California
$432K
SC
2313
Summa Corp
Texas
$432K
DI
2314
DDFG Inc
California
$431K
IA
2315
IMZ Advisory
Florida
$431K
AF
2316
Apollon Financial
South Carolina
$431K
BP
2317
BCK Partners
New York
$431K
BF
2318
bLong Financial
Tennessee
$430K
CIC
2319
Crawford Investment Counsel
Georgia
$428K
NB
2320
Northwest Bancshares
Pennsylvania
$428K
DIM
2321
Delta Investment Management
California
$428K
QCIG
2322
Quad-Cities Investment Group
Iowa
$425K
G
2323
GenTrust
Florida
$424K
WAM
2324
Worth Asset Management
Texas
$424K
EL
2325
EWA LLC
Pennsylvania
$423K