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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
NFP
2726
Narus Financial Partners
Utah
$241K
AIA
2727
Accelerate Investment Advisors
California
$241K
SL
2728
Summitry LLC
California
$239K
SWA
2729
SOA Wealth Advisors
New York
$239K
WN
2730
Williams & Novak
California
$239K
BSSFA
2731
Baron Silver Stevens Financial Advisors
Florida
$239K
TF
2732
Trek Financial
Arizona
$239K
AWM
2733
Ariadne Wealth Management
California
$239K
FA
2734
FDx Advisors
Illinois
$238K
AFM
2735
Abbot Financial Management
Massachusetts
$237K
SC
2736
Seldon Capital
California
$237K
WW
2737
Westshore Wealth
California
$237K
CFA
2738
CWS Financial Advisors
Michigan
$236K
AFAS
2739
Acorn Financial Advisory Services
Virginia
$236K
AIA
2740
Allied Investment Advisors
Montana
$236K
OBWG
2741
Onyx Bridge Wealth Group
New York
$236K
SN
2742
Sittner & Nelson
Oregon
$236K
AFA
2743
American Financial Advisors
Georgia
$235K
BO
2744
Bank OZK
Arkansas
$235K
XPN
2745
XY Planning Network
Montana
$235K
LW
2746
Linscomb Wealth
Texas
$235K
TC
2747
Trilogy Capital
California
$235K
WDA
2748
Wendell David Associates
New Hampshire
$235K
MCM
2749
Morton Capital Management
California
$234K
SC
2750
Stephenson & Company
California
$234K