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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
AFAS
2751
Acorn Financial Advisory Services
Virginia
$236K
AIA
2752
Allied Investment Advisors
Montana
$236K
OBWG
2753
Onyx Bridge Wealth Group
New York
$236K
SN
2754
Sittner & Nelson
Oregon
$236K
AFA
2755
American Financial Advisors
Georgia
$235K
BO
2756
Bank OZK
Arkansas
$235K
XPN
2757
XY Planning Network
Montana
$235K
LW
2758
Linscomb Wealth
Texas
$235K
TC
2759
Trilogy Capital
California
$235K
WDA
2760
Wendell David Associates
New Hampshire
$235K
MCM
2761
Morton Capital Management
California
$234K
SC
2762
Stephenson & Company
California
$234K
CG
2763
Corundum Group
Colorado
$234K
NC
2764
NewSquare Capital
Pennsylvania
$233K
GAM
2765
Gemmer Asset Management
California
$233K
JF
2766
JSF Financial
California
$233K
AFGAS
2767
Allegiance Financial Group Advisory Services
Virginia
$233K
MSF
2768
Mustard Seed Financial
Arkansas
$233K
GSWM
2769
Greenup Street Wealth Management
Michigan
$233K
TS
2770
TradeWell Securities
Indiana
$233K
WWM
2771
Wiser Wealth Management
Georgia
$232K
OCPWS
2772
One Charles Private Wealth Services
Massachusetts
$232K
KBFS
2773
Kohmann Bosshard Financial Services
Ohio
$232K
LWA
2774
Lifelong Wealth Advisors
Minnesota
$231K
HAM
2775
Harmony Asset Management
Arizona
$231K