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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
HFS
2876
Horizon Financial Services
North Carolina
$200K
1IA
2877
1620 Investment Advisors
Massachusetts
$200K
DI
2878
DAGCO Inc
Ohio
$199K
RF
2879
Rossby Financial
Florida
$199K
ACA
2880
American Capital Advisory
Idaho
$192K
SIC
2881
SJS Investment Consulting
Ohio
$189K
MWM
2882
Mascoma Wealth Management
New Hampshire
$189K
PCMF
2883
Private Capital Management (Florida)
Florida
$188K
PGAM
2884
Princeton Global Asset Management
New Jersey
$188K
OPTFSNA
2885
Old Point Trust & Financial Services N A
Virginia
$186K
TSMHT
2886
Thurston Springer Miller Herd & Titak
Indiana
$178K
TWD
2887
True Wealth Design
Ohio
$178K
CB
2888
Centennial Bank
Arkansas
$177K
DWA
2889
Dougherty Wealth Advisers
Minnesota
$176K
BOJHT
2890
Bank of Jackson Hole Trust
Wyoming
$172K
TFGT
2891
TS Financial Group (TSFG)
Illinois
$172K
AP
2892
Atwood & Palmer
Missouri
$171K
AW
2893
Avion Wealth
Texas
$171K
HWA
2894
Heartwood Wealth Advisors
Virginia
$170K
BT
2895
Banque Transatlantique
France
$164K
WOSD
2896
WFA of San Diego
California
$156K
FFL
2897
Financial Freedom LLC
Ohio
$152K
KSB
2898
Kennebec Savings Bank
Maine
$151K
KA
2899
Kozak & Associates
Colorado
$150K
IWM
2900
IMG Wealth Management
Florida
$150K