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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
RA
2801
Rise Advisors
New York
$215K
HA
2802
Hofer & Associates
California
$214K
FWM
2803
Forza Wealth Management
Florida
$214K
NOI
2804
Newton One Investments
Delaware
$213K
SHFP
2805
Second Half Financial Partners
Florida
$213K
HFS
2806
Howard Financial Services
Texas
$212K
ORC
2807
O'Rourke & Company
Massachusetts
$212K
PCM
2808
Princeton Capital Management
New Jersey
$212K
CCA
2809
Cora Capital Advisors
New Jersey
$212K
FUBT
2810
First United Bank & Trust
Maryland
$211K
C1AG
2811
Client 1st Advisory Group
Florida
$211K
PWA
2812
Prairie Wealth Advisors
Nebraska
$211K
CWA
2813
CJM Wealth Advisers
Virginia
$210K
OW
2814
Olistico Wealth
Oklahoma
$209K
FGAM
2815
Financial Gravity Asset Management
Texas
$209K
NHT
2816
New Hampshire Trust
New Hampshire
$209K
LAS
2817
LWM Advisory Services
Florida
$208K
CWG
2818
Crown Wealth Group
North Carolina
$208K
WAM
2819
Walker Asset Management
Missouri
$208K
SIP
2820
Sellwood Investment Partners
Oregon
$208K
SW
2821
SMART Wealth
Nebraska
$207K
IFO
2822
Independent Family Office
New York
$207K
CAG
2823
Centerpoint Advisory Group
Kansas
$207K
EMC
2824
Everest Management Corp
California
$206K
GCM
2825
G2 Capital Management
Ohio
$206K