UNH icon

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
BFA
2426
Benedict Financial Advisors
Georgia
$370K
OWM
2427
OneAscent Wealth Management
Alabama
$369K
PPW
2428
Pasadena Private Wealth
California
$369K
CWA
2429
Consilio Wealth Advisors
Washington
$369K
4A
2430
4Wealth Advisors
Illinois
$368K
PWM
2431
Provident Wealth Management
Tennessee
$368K
LWL
2432
Leo Wealth LLC
Texas
$367K
TCM
2433
Teza Capital Management
Illinois
$366K
EP
2434
Elkhorn Partners
Nebraska
$366K
AWM
2435
Aviso Wealth Management
Washington
$366K
SGK
2436
Steigerwald Gordon & Koch
Virginia
$365K
QFA
2437
Quantum Financial Advisors
California
$364K
CW
2438
Code Waechter
Florida
$364K
WCFA
2439
Walkner Condon Financial Advisors
Wisconsin
$364K
SAM
2440
Strategy Asset Managers
California
$364K
BTWM
2441
Baker Tilly Wealth Management
Wisconsin
$363K
DDPIC
2442
Deroy & Devereaux Private Investment Counsel
Michigan
$363K
UB
2443
Umpqua Bank
Oregon
$363K
JWA
2444
JFS Wealth Advisors
Pennsylvania
$362K
VAMG
2445
Voisard Asset Management Group
Michigan
$362K
CWA
2446
Canvas Wealth Advisors
Kansas
$361K
HIS
2447
Horizon Investment Services
Indiana
$361K
PHAM
2448
Palisades Hudson Asset Management
Florida
$361K
AFA
2449
Antonelli Financial Advisors
Michigan
$361K
DCM
2450
Davis Capital Management
Florida
$361K