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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
RA
2376
Riversedge Advisors
Delaware
$392K
FWI
2377
Facet Wealth Inc
Maryland
$392K
ACM
2378
Andina Capital Management
Utah
$391K
FA
2379
Forefront Analytics
Pennsylvania
$390K
HNWAG
2380
High Net Worth Advisory Group
Florida
$389K
AAB
2381
ABN AMRO Bank
Netherlands
$388K
LIA
2382
LBMC Investment Advisors
Tennessee
$386K
AT
2383
Arlington Trust
Alabama
$385K
PMFA
2384
Plante Moran Financial Advisors
Michigan
$385K
CVM
2385
Cheviot Value Management
California
$384K
KCP
2386
Kera Capital Partners
California
$384K
DA
2387
Dillon & Associates
Michigan
$384K
AW
2388
Atlas Wealth
Ohio
$383K
TTIC
2389
Tower Trust & Investment Company
Iowa
$383K
VAF
2390
Values Added Financial
District of Columbia
$383K
BCM
2391
Berbice Capital Management
New York
$382K
MFS
2392
Miller Financial Services
Michigan
$382K
AIA
2393
AssuredPartners Investment Advisors
Florida
$382K
THL
2394
Tillman Hartley LLC
Colorado
$382K
RWB
2395
RMR Wealth Builders
New Jersey
$381K
PCI
2396
Planning Center Inc
Illinois
$381K
CG
2397
Clifford Group
Massachusetts
$380K
WPC
2398
Waters Parkerson & Co
Louisiana
$380K
MWA
2399
Monograph Wealth Advisors
California
$380K
AB
2400
Atlas Brown
Kentucky
$379K