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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
WAG
2401
Wallace Advisory Group
California
$374K
FVWA
2402
Foster Victor Wealth Advisors
South Carolina
$374K
SIS
2403
Strategic Investment Solutions
Illinois
$374K
NFTC
2404
North Forty Two & Co
Oregon
$373K
AFA
2405
Allium Financial Advisors
Oregon
$371K
BMC
2406
Benin Management Corp
Connecticut
$370K
BFA
2407
Benedict Financial Advisors
Georgia
$370K
OWM
2408
OneAscent Wealth Management
Alabama
$369K
PPW
2409
Pasadena Private Wealth
California
$369K
CWA
2410
Consilio Wealth Advisors
Washington
$369K
4A
2411
4Wealth Advisors
Illinois
$368K
PWM
2412
Provident Wealth Management
Tennessee
$368K
LWL
2413
Leo Wealth LLC
Texas
$367K
TCM
2414
Teza Capital Management
Illinois
$366K
EP
2415
Elkhorn Partners
Nebraska
$366K
AWM
2416
Aviso Wealth Management
Washington
$366K
SGK
2417
Steigerwald Gordon & Koch
Virginia
$365K
QFA
2418
Quantum Financial Advisors
California
$364K
CW
2419
Code Waechter
Florida
$364K
WCFA
2420
Walkner Condon Financial Advisors
Wisconsin
$364K
SAM
2421
Strategy Asset Managers
California
$364K
BTWM
2422
Baker Tilly Wealth Management
Wisconsin
$363K
DDPIC
2423
Deroy & Devereaux Private Investment Counsel
Michigan
$363K
UB
2424
Umpqua Bank
Oregon
$363K
JWA
2425
JFS Wealth Advisors
Pennsylvania
$362K