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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
PA
2451
PSI Advisors
Florida
$360K
WP
2452
Westmount Partners
California
$360K
FWM
2453
Finer Wealth Management
Massachusetts
$359K
TWP
2454
Tempus Wealth Planning
California
$359K
AA
2455
Argent Advisors
Louisiana
$359K
AFG
2456
Altiora Financial Group
Ohio
$358K
HIM
2457
Hanlon Investment Management
New Jersey
$358K
FAG
2458
Fortitude Advisory Group
Washington
$358K
SRC
2459
Sage Rhino Capital
California
$356K
FCM
2460
Fogel Capital Management
Florida
$355K
FPL
2461
Fortress Private Ledger
North Carolina
$355K
SL
2462
Sentinus LLC
Illinois
$354K
SF
2463
SWP Financial
California
$354K
CJ
2464
Caitlin John
Michigan
$353K
PAM
2465
PCG Asset Management
New Jersey
$353K
KAM
2466
Knightsbridge Asset Management
California
$353K
BA
2467
Ballast Advisors
Minnesota
$353K
AWM
2468
Aries Wealth Management
Maine
$353K
AMG
2469
Advisors Management Group
Wisconsin
$352K
EA
2470
Emerald Advisors
Washington
$351K
CH
2471
Cromwell Holdings
Wyoming
$350K
NCTC
2472
New Covenant Trust Company
Indiana
$350K
MAM
2473
Marotta Asset Management
Virginia
$350K
WFL
2474
Wealth Forward LLC
North Dakota
$349K
GKWIM
2475
Gerber Kawasaki Wealth & Investment Management
California
$348K