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UnitedHealth

3,104 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 335 funds opening new positions, 1,248 increasing their positions, 1,298 reducing their positions, and 295 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: 1,248 | Existing positions reduced: 1,298

1% less funds holding

Funds holding: 3,1463,104 (-42)

4.19% less ownership

Funds ownership: 85.04%80.85% (-4.2%)

Holders
3,104
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
98
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
PBO
2751
Peoples Bank (Ohio)
Ohio
$230K
FM
2752
Family Management
New York
$230K
SA
2753
Shilanski & Associates
Alaska
$230K
TMWM
2754
Taylor & Morgan Wealth Management
Michigan
$228K
DEM
2755
Disciplined Equity Management
Florida
$228K
CWMGO
2756
Capstone Wealth Management Group (Oregon)
Oregon
$228K
RIM
2757
RW Investment Management
Idaho
$227K
WCM
2758
Whitener Capital Management
North Carolina
$227K
RRWA
2759
Rainey & Randall Wealth Advisors
Florida
$227K
KWS
2760
Keystone Wealth Services
California
$226K
LC
2761
Landaas & Company
Wisconsin
$226K
SCI
2762
Silver Coast Investments
United States
$226K
AA
2763
Aufman Associates
Pennsylvania
$225K
CAM
2764
Clark Asset Management
New Hampshire
$225K
OAM
2765
Occidental Asset Management
California
$225K
TCMP
2766
Thrive Capital Management (Pennsylvania)
Pennsylvania
$225K
CA
2767
Crewe Advisors
Utah
$224K
CSA
2768
Cottage Street Advisors
Massachusetts
$224K
HFS
2769
Hopwood Financial Services
Virginia
$224K
NG
2770
Northstar Group
New York
$223K
ME
2771
McIlrath & Eck
Washington
$223K
CPSC
2772
Carl P. Sherr & Co
Massachusetts
$223K
WCAMG
2773
Woodard & Company Asset Management Group
North Carolina
$223K
SWM
2774
StoneCrest Wealth Management
Arizona
$222K
SC
2775
Steph & Co
Wisconsin
$222K