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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
CW
2426
Code Waechter
Florida
$364K
WCFA
2427
Walkner Condon Financial Advisors
Wisconsin
$364K
SAM
2428
Strategy Asset Managers
California
$364K
BTWM
2429
Baker Tilly Wealth Management
Wisconsin
$363K
DDPIC
2430
Deroy & Devereaux Private Investment Counsel
Michigan
$363K
UB
2431
Umpqua Bank
Oregon
$363K
JWA
2432
JFS Wealth Advisors
Pennsylvania
$362K
VAMG
2433
Voisard Asset Management Group
Michigan
$362K
CWA
2434
Canvas Wealth Advisors
Kansas
$361K
HIS
2435
Horizon Investment Services
Indiana
$361K
PHAM
2436
Palisades Hudson Asset Management
Florida
$361K
AFA
2437
Antonelli Financial Advisors
Michigan
$361K
DCM
2438
Davis Capital Management
Florida
$361K
PA
2439
PSI Advisors
Florida
$360K
WP
2440
Westmount Partners
California
$360K
FWM
2441
Finer Wealth Management
Massachusetts
$359K
TWP
2442
Tempus Wealth Planning
California
$359K
AA
2443
Argent Advisors
Louisiana
$359K
AFG
2444
Altiora Financial Group
Ohio
$358K
HIM
2445
Hanlon Investment Management
New Jersey
$358K
FAG
2446
Fortitude Advisory Group
Washington
$358K
SRC
2447
Sage Rhino Capital
California
$356K
FCM
2448
Fogel Capital Management
Florida
$355K
FPL
2449
Fortress Private Ledger
North Carolina
$355K
SL
2450
Sentinus LLC
Illinois
$354K