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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

4.26% 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
CG
2751
Corundum Group
Colorado
$234K
NC
2752
NewSquare Capital
Pennsylvania
$233K
GAM
2753
Gemmer Asset Management
California
$233K
JF
2754
JSF Financial
California
$233K
AFGAS
2755
Allegiance Financial Group Advisory Services
Virginia
$233K
MSF
2756
Mustard Seed Financial
Arkansas
$233K
GSWM
2757
Greenup Street Wealth Management
Michigan
$233K
TS
2758
TradeWell Securities
Indiana
$233K
WWM
2759
Wiser Wealth Management
Georgia
$232K
OCPWS
2760
One Charles Private Wealth Services
Massachusetts
$232K
KBFS
2761
Kohmann Bosshard Financial Services
Ohio
$232K
LWA
2762
Lifelong Wealth Advisors
Minnesota
$231K
HAM
2763
Harmony Asset Management
Arizona
$231K
NWA
2764
New World Advisors
Massachusetts
$230K
BH
2765
Burk Holdings
Oklahoma
$230K
PBO
2766
Peoples Bank (Ohio)
Ohio
$230K
FM
2767
Family Management
New York
$230K
SA
2768
Shilanski & Associates
Alaska
$230K
TMWM
2769
Taylor & Morgan Wealth Management
Michigan
$228K
DEM
2770
Disciplined Equity Management
Florida
$228K
CWMGO
2771
Capstone Wealth Management Group (Oregon)
Oregon
$228K
RIM
2772
RW Investment Management
Idaho
$227K
WCM
2773
Whitener Capital Management
North Carolina
$227K
RRWA
2774
Rainey & Randall Wealth Advisors
Florida
$227K
KWS
2775
Keystone Wealth Services
California
$226K