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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
DI
2851
DAGCO Inc
Ohio
$199K
RF
2852
Rossby Financial
Florida
$199K
ACA
2853
American Capital Advisory
Idaho
$192K
SIC
2854
SJS Investment Consulting
Ohio
$189K
MWM
2855
Mascoma Wealth Management
New Hampshire
$189K
PCMF
2856
Private Capital Management (Florida)
Florida
$188K
PGAM
2857
Princeton Global Asset Management
New Jersey
$188K
OPTFSNA
2858
Old Point Trust & Financial Services N A
Virginia
$186K
TSMHT
2859
Thurston Springer Miller Herd & Titak
Indiana
$178K
TWD
2860
True Wealth Design
Ohio
$178K
CB
2861
Centennial Bank
Arkansas
$177K
DWA
2862
Dougherty Wealth Advisers
Minnesota
$176K
BOJHT
2863
Bank of Jackson Hole Trust
Wyoming
$172K
TFGT
2864
TS Financial Group (TSFG)
Illinois
$172K
AP
2865
Atwood & Palmer
Missouri
$171K
AW
2866
Avion Wealth
Texas
$171K
HWA
2867
Heartwood Wealth Advisors
Virginia
$170K
BT
2868
Banque Transatlantique
France
$164K
FFL
2869
Financial Freedom LLC
Ohio
$152K
KSB
2870
Kennebec Savings Bank
Maine
$151K
KA
2871
Kozak & Associates
Colorado
$150K
IWM
2872
IMG Wealth Management
Florida
$150K
CAC
2873
Core Alternative Capital
Georgia
$148K
RFG
2874
REAP Financial Group
Texas
$145K
TFM
2875
TFC Financial Management
Massachusetts
$143K