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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
TW
2826
Towerpoint Wealth
California
$215K
WC
2827
Westhampton Capital
North Carolina
$215K
RA
2828
Rise Advisors
New York
$215K
HA
2829
Hofer & Associates
California
$214K
FWM
2830
Forza Wealth Management
Florida
$214K
NOI
2831
Newton One Investments
Delaware
$213K
SHFP
2832
Second Half Financial Partners
Florida
$213K
HFS
2833
Howard Financial Services
Texas
$212K
ORC
2834
O'Rourke & Company
Massachusetts
$212K
PCM
2835
Princeton Capital Management
New Jersey
$212K
CCA
2836
Cora Capital Advisors
New Jersey
$212K
FUBT
2837
First United Bank & Trust
Maryland
$211K
C1AG
2838
Client 1st Advisory Group
Florida
$211K
PWA
2839
Prairie Wealth Advisors
Nebraska
$211K
CWA
2840
CJM Wealth Advisers
Virginia
$210K
OW
2841
Olistico Wealth
Oklahoma
$209K
FGAM
2842
Financial Gravity Asset Management
Texas
$209K
NHT
2843
New Hampshire Trust
New Hampshire
$209K
LAS
2844
LWM Advisory Services
Florida
$208K
CWG
2845
Crown Wealth Group
North Carolina
$208K
WAM
2846
Walker Asset Management
Missouri
$208K
SIP
2847
Sellwood Investment Partners
Oregon
$208K
SW
2848
SMART Wealth
Nebraska
$207K
IFO
2849
Independent Family Office
New York
$207K
CAG
2850
Centerpoint Advisory Group
Kansas
$207K