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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
NWA
2776
New World Advisors
Massachusetts
$230K
BH
2777
Burk Holdings
Oklahoma
$230K
PBO
2778
Peoples Bank (Ohio)
Ohio
$230K
FM
2779
Family Management
New York
$230K
SA
2780
Shilanski & Associates
Alaska
$230K
TMWM
2781
Taylor & Morgan Wealth Management
Michigan
$228K
DEM
2782
Disciplined Equity Management
Florida
$228K
CWMGO
2783
Capstone Wealth Management Group (Oregon)
Oregon
$228K
RIM
2784
RW Investment Management
Idaho
$227K
WCM
2785
Whitener Capital Management
North Carolina
$227K
RRWA
2786
Rainey & Randall Wealth Advisors
Florida
$227K
KWS
2787
Keystone Wealth Services
California
$226K
LC
2788
Landaas & Company
Wisconsin
$226K
SCI
2789
Silver Coast Investments
United States
$226K
AA
2790
Aufman Associates
Pennsylvania
$225K
CAM
2791
Clark Asset Management
New Hampshire
$225K
OAM
2792
Occidental Asset Management
California
$225K
TCMP
2793
Thrive Capital Management (Pennsylvania)
Pennsylvania
$225K
CA
2794
Crewe Advisors
Utah
$224K
CSA
2795
Cottage Street Advisors
Massachusetts
$224K
HFS
2796
Hopwood Financial Services
Virginia
$224K
NG
2797
Northstar Group
New York
$223K
ME
2798
McIlrath & Eck
Washington
$223K
CPSC
2799
Carl P. Sherr & Co
Massachusetts
$223K
WCAMG
2800
Woodard & Company Asset Management Group
North Carolina
$223K