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
IW
2351
Instrumental Wealth
Florida
$406K
TIA
2352
Traphagen Investment Advisors
New Jersey
$406K
BF
2353
Brucke Financial
Indiana
$405K
OFG
2354
Oxford Financial Group
Indiana
$405K
FFA
2355
Founders Financial Alliance
North Carolina
$405K
GIM
2356
Groesbeck Investment Management
New Jersey
$404K
IA
2357
Invested Advisors
Pennsylvania
$403K
BRWM
2358
Blue Rock Wealth Management
North Carolina
$403K
MA
2359
Maxele Advisors
Missouri
$403K
CIAM
2360
Caitong International Asset Management
Hong Kong
$402K
EBSAM
2361
Eubel Brady & Suttman Asset Management
Ohio
$402K
EWA
2362
Evolution Wealth Advisors
Florida
$402K
OFW
2363
Omnia Family Wealth
Florida
$402K
SP
2364
Successful Portfolios
Florida
$402K
AF
2365
Aldebaran Financial
$401K
TCPW
2366
Twin City Private Wealth
North Carolina
$400K
BWP
2367
Balboa Wealth Partners
Arizona
$399K
TCM
2368
Traynor Capital Management
Pennsylvania
$399K
IP
2369
Ignite Planners
California
$398K
BWM
2370
BlackDiamond Wealth Management
New York
$398K
RCG
2371
Regatta Capital Group
California
$397K
EF
2372
Exeter Financial
Arizona
$397K
SOAMC
2373
Spirit of America Management Corp
New York
$397K
NL
2374
Navalign LLC
California
$397K
ATS
2375
Ashton Thomas Securities
New York
$396K