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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
LC
2776
Landaas & Company
Wisconsin
$226K
SCI
2777
Silver Coast Investments
United States
$226K
AA
2778
Aufman Associates
Pennsylvania
$225K
CAM
2779
Clark Asset Management
New Hampshire
$225K
OAM
2780
Occidental Asset Management
California
$225K
TCMP
2781
Thrive Capital Management (Pennsylvania)
Pennsylvania
$225K
CA
2782
Crewe Advisors
Utah
$224K
CSA
2783
Cottage Street Advisors
Massachusetts
$224K
HFS
2784
Hopwood Financial Services
Virginia
$224K
NG
2785
Northstar Group
New York
$223K
ME
2786
McIlrath & Eck
Washington
$223K
CPSC
2787
Carl P. Sherr & Co
Massachusetts
$223K
WCAMG
2788
Woodard & Company Asset Management Group
North Carolina
$223K
SWM
2789
StoneCrest Wealth Management
Arizona
$222K
SC
2790
Steph & Co
Wisconsin
$222K
IWA
2791
IVC Wealth Advisors
Pennsylvania
$222K
FCM
2792
FJ Capital Management
Virginia
$222K
IFPL
2793
Investments & Financial Planning LLC
Kentucky
$222K
SW
2794
SkyOak Wealth
Michigan
$222K
WA
2795
WestEnd Advisors
North Carolina
$221K
FPW
2796
Fairvoy Private Wealth
Alabama
$221K
TFA
2797
Tobias Financial Advisors
Florida
$220K
BMA
2798
Brooks Moore & Associates
Tennessee
$220K
WCA
2799
Whetstone Capital Advisors
Kansas
$220K
ELM
2800
Elite Life Management
Florida
$220K