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UnitedHealth

3,110 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 334 funds opening new positions, 1,250 increasing their positions, 1,303 reducing their positions, and 296 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: $ → $

4% less repeat investments, than reductions

Existing positions increased: 1,250 | Existing positions reduced: 1,303

1% less funds holding

Funds holding: 3,1473,110 (-37)

4.18% less ownership

Funds ownership: 85.04%80.86% (-4.2%)

Holders
3,110
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
AT
2376
Arlington Trust
Alabama
$385K
PMFA
2377
Plante Moran Financial Advisors
Michigan
$385K
CVM
2378
Cheviot Value Management
California
$384K
KCP
2379
Kera Capital Partners
California
$384K
DA
2380
Dillon & Associates
Michigan
$384K
AW
2381
Atlas Wealth
Ohio
$383K
TTIC
2382
Tower Trust & Investment Company
Iowa
$383K
VAF
2383
Values Added Financial
District of Columbia
$383K
BCM
2384
Berbice Capital Management
New York
$382K
MFS
2385
Miller Financial Services
Michigan
$382K
AIA
2386
AssuredPartners Investment Advisors
Florida
$382K
THL
2387
Tillman Hartley LLC
Colorado
$382K
RWB
2388
RMR Wealth Builders
New Jersey
$381K
PCI
2389
Planning Center Inc
Illinois
$381K
CG
2390
Clifford Group
Massachusetts
$380K
WPC
2391
Waters Parkerson & Co
Louisiana
$380K
MWA
2392
Monograph Wealth Advisors
California
$380K
AB
2393
Atlas Brown
Kentucky
$379K
FC
2394
Financial Consulate
Maryland
$378K
MWA
2395
MN Wealth Advisors
Kansas
$378K
ITIM
2396
Indiana Trust & Investment Management
Indiana
$378K
HWM
2397
HFR Wealth Management
New York
$376K
PPWM
2398
Paragon Private Wealth Management
Kentucky
$375K
OPWM
2399
Oxinas Partners Wealth Management
Indiana
$374K
OPWM
2400
Oregon Pacific Wealth Management
Oregon
$374K