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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
FC
2401
Financial Consulate
Maryland
$378K
MWA
2402
MN Wealth Advisors
Kansas
$378K
ITIM
2403
Indiana Trust & Investment Management
Indiana
$378K
HWM
2404
HFR Wealth Management
New York
$376K
PPWM
2405
Paragon Private Wealth Management
Kentucky
$375K
OPWM
2406
Oxinas Partners Wealth Management
Indiana
$374K
OPWM
2407
Oregon Pacific Wealth Management
Oregon
$374K
WAG
2408
Wallace Advisory Group
California
$374K
FVWA
2409
Foster Victor Wealth Advisors
South Carolina
$374K
SIS
2410
Strategic Investment Solutions
Illinois
$374K
NFTC
2411
North Forty Two & Co
Oregon
$373K
AFA
2412
Allium Financial Advisors
Oregon
$371K
BMC
2413
Benin Management Corp
Connecticut
$370K
BFA
2414
Benedict Financial Advisors
Georgia
$370K
OWM
2415
OneAscent Wealth Management
Alabama
$369K
PPW
2416
Pasadena Private Wealth
California
$369K
CWA
2417
Consilio Wealth Advisors
Washington
$369K
4A
2418
4Wealth Advisors
Illinois
$368K
PWM
2419
Provident Wealth Management
Tennessee
$368K
LWL
2420
Leo Wealth LLC
Texas
$367K
TCM
2421
Teza Capital Management
Illinois
$366K
EP
2422
Elkhorn Partners
Nebraska
$366K
AWM
2423
Aviso Wealth Management
Washington
$366K
SGK
2424
Steigerwald Gordon & Koch
Virginia
$365K
QFA
2425
Quantum Financial Advisors
California
$364K