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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
TTIC
2401
Tower Trust & Investment Company
Iowa
$383K
VAF
2402
Values Added Financial
District of Columbia
$383K
BCM
2403
Berbice Capital Management
New York
$382K
MFS
2404
Miller Financial Services
Michigan
$382K
AIA
2405
AssuredPartners Investment Advisors
Florida
$382K
THL
2406
Tillman Hartley LLC
Colorado
$382K
RWB
2407
RMR Wealth Builders
New Jersey
$381K
PCI
2408
Planning Center Inc
Illinois
$381K
CG
2409
Clifford Group
Massachusetts
$380K
WPC
2410
Waters Parkerson & Co
Louisiana
$380K
MWA
2411
Monograph Wealth Advisors
California
$380K
AB
2412
Atlas Brown
Kentucky
$379K
FC
2413
Financial Consulate
Maryland
$378K
MWA
2414
MN Wealth Advisors
Kansas
$378K
ITIM
2415
Indiana Trust & Investment Management
Indiana
$378K
HWM
2416
HFR Wealth Management
New York
$376K
PPWM
2417
Paragon Private Wealth Management
Kentucky
$375K
OPWM
2418
Oxinas Partners Wealth Management
Indiana
$374K
OPWM
2419
Oregon Pacific Wealth Management
Oregon
$374K
WAG
2420
Wallace Advisory Group
California
$374K
FVWA
2421
Foster Victor Wealth Advisors
South Carolina
$374K
SIS
2422
Strategic Investment Solutions
Illinois
$374K
NFTC
2423
North Forty Two & Co
Oregon
$373K
AFA
2424
Allium Financial Advisors
Oregon
$371K
BMC
2425
Benin Management Corp
Connecticut
$370K