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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
RFA
2851
Rollins Financial Advisors
New York
$203K
HI
2852
Hudock Inc
Pennsylvania
$202K
LCM
2853
Leisure Capital Management
California
$202K
IAS
2854
Investment Advisory Services
Texas
$202K
LWM
2855
Liberty Wealth Management
California
$202K
NAM
2856
NTV Asset Management
West Virginia
$201K
MCM
2857
Monument Capital Management
Virginia
$201K
DTC
2858
Davidson Trust Company
Washington
$201K
JC
2859
JBGlobal.com
New York
$201K
CFGA
2860
Cambridge Financial Group (Arizona)
Arizona
$200K
D
2861
Dentgroup
Louisiana
$200K
PA
2862
Probity Advisors
Texas
$200K
EWA
2863
Etesian Wealth Advisors
Oregon
$200K
HFS
2864
Horizon Financial Services
North Carolina
$200K
1IA
2865
1620 Investment Advisors
Massachusetts
$200K
DI
2866
DAGCO Inc
Ohio
$199K
RF
2867
Rossby Financial
Florida
$199K
ACA
2868
American Capital Advisory
Idaho
$192K
SIC
2869
SJS Investment Consulting
Ohio
$189K
MWM
2870
Mascoma Wealth Management
New Hampshire
$189K
PCMF
2871
Private Capital Management (Florida)
Florida
$188K
PGAM
2872
Princeton Global Asset Management
New Jersey
$188K
OPTFSNA
2873
Old Point Trust & Financial Services N A
Virginia
$186K
TSMHT
2874
Thurston Springer Miller Herd & Titak
Indiana
$178K
TWD
2875
True Wealth Design
Ohio
$178K