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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
VAMG
2426
Voisard Asset Management Group
Michigan
$362K
CWA
2427
Canvas Wealth Advisors
Kansas
$361K
HIS
2428
Horizon Investment Services
Indiana
$361K
PHAM
2429
Palisades Hudson Asset Management
Florida
$361K
AFA
2430
Antonelli Financial Advisors
Michigan
$361K
DCM
2431
Davis Capital Management
Florida
$361K
PA
2432
PSI Advisors
Florida
$360K
WP
2433
Westmount Partners
California
$360K
FWM
2434
Finer Wealth Management
Massachusetts
$359K
TWP
2435
Tempus Wealth Planning
California
$359K
AA
2436
Argent Advisors
Louisiana
$359K
AFG
2437
Altiora Financial Group
Ohio
$358K
HIM
2438
Hanlon Investment Management
New Jersey
$358K
FAG
2439
Fortitude Advisory Group
Washington
$358K
SRC
2440
Sage Rhino Capital
California
$356K
FCM
2441
Fogel Capital Management
Florida
$355K
FPL
2442
Fortress Private Ledger
North Carolina
$355K
SL
2443
Sentinus LLC
Illinois
$354K
SF
2444
SWP Financial
California
$354K
CJ
2445
Caitlin John
Michigan
$353K
PAM
2446
PCG Asset Management
New Jersey
$353K
KAM
2447
Knightsbridge Asset Management
California
$353K
BA
2448
Ballast Advisors
Minnesota
$353K
AWM
2449
Aries Wealth Management
Maine
$353K
EA
2450
Emerald Advisors
Washington
$351K