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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
QPWM
2326
Quadrant Private Wealth Management
Pennsylvania
$421K
MAM
2327
Martingale Asset Management
Massachusetts
$421K
AFM
2328
Aspetuck Financial Management
Connecticut
$421K
1WA
2329
180 Wealth Advisors
Washington
$417K
WPW
2330
Waldron Private Wealth
Pennsylvania
$416K
JCM
2331
Jacobsen Capital Management
Utah
$416K
FG
2332
Foster Group
Iowa
$416K
MSCM
2333
McElhenny Sheffield Capital Management
Texas
$415K
AM
2334
Atwater Malick
Pennsylvania
$415K
Two Sigma Advisers
2335
Two Sigma Advisers
New York
$414K
FCAS
2336
First Command Advisory Services
Texas
$414K
JWM
2337
Jeppson Wealth Management
California
$414K
JC
2338
JBF Capital
Colorado
$414K
CWMG
2339
Compass Wealth Management (Georgia)
Georgia
$414K
AFWM
2340
Abich Financial Wealth Management
Virginia
$414K
AGWCA
2341
Annis Gardner Whiting Capital Advisors
Florida
$414K
IRC
2342
Investors Research Corp
Georgia
$413K
WFA
2343
Wellspring Financial Advisors
Ohio
$413K
CFO
2344
Custos Family Office
Texas
$411K
TSW
2345
Three Seasons Wealth
Utah
$410K
MIM
2346
Macroview Investment Management
Maryland
$409K
HAIM
2347
Hunter Associates Investment Management
Pennsylvania
$408K
UWPG
2348
Ullmann Wealth Partners Group
Florida
$408K
SFG
2349
Sunburst Financial Group
Alabama
$407K
ACM
2350
Armbruster Capital Management
New York
$406K