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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
SFB
2476
STAR Financial Bank
Indiana
$340K
GSIAS
2477
Garden State Investment Advisory Services
New Jersey
$339K
MFF
2478
Michels Family Financial
Texas
$339K
JWS
2479
Juncture Wealth Strategies
Arizona
$339K
CSC
2480
Caldwell Sutter Capital
California
$338K
MFC
2481
Mechanics Financial Corp
Ohio
$338K
WGC
2482
Watts Gwilliam & Co
Arizona
$333K
SCG
2483
Sonata Capital Group
Washington
$333K
AA
2484
Auxano Advisors
Washington
$333K
FF
2485
Francis Financial
$331K
HFS
2486
Heritage Financial Services
Massachusetts
$331K
KPWG
2487
KFA Private Wealth Group
Virginia
$331K
EWS
2488
Eagle Wealth Strategies
New Jersey
$331K
MFG
2489
Midwest Financial Group
Kansas
$331K
LWM
2490
LongView Wealth Management
Georgia
$330K
FCMC
2491
Founders Capital Management (Connecticut)
Connecticut
$329K
ASG
2492
Ariston Services Group
California
$329K
FFO
2493
Fiduciary Family Office
Florida
$327K
TWM
2494
TriaGen Wealth Management
California
$327K
SEP
2495
Southland Equity Partners
Missouri
$327K
SI
2496
Stonekeep Investments
New Mexico
$327K
VST
2497
Van Strum & Towne
California
$326K
HA
2498
Heartland Advisors
Wisconsin
$326K
PPWM
2499
PFG Private Wealth Management
Florida
$326K
IWS
2500
Integrity Wealth Solutions
Colorado
$326K