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UnitedHealth

3,103 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, 1,297 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: 1,297

1% less funds holding

Funds holding: 3,1463,103 (-43)

4.2% less ownership

Funds ownership: 85.04%80.84% (-4.2%)

Holders
3,103
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
LFASL
3051
Lugano Financial Advisors SA (LFA)
Switzerland
$11.4K
CFG
3052
Chapman Financial Group
Hawaii
$11.4K
JFG
3053
JDM Financial Group
Texas
$11.1K
FF
3054
Friedenthal Financial
New Jersey
$11.1K
CFS
3055
Compass Financial Services
Iowa
$10.7K
PP
3056
Pacifica Partners
Canada
$10.4K
FPB
3057
First PREMIER Bank
South Dakota
$10K
WW
3058
Winnow Wealth
Texas
$9K
GWSA
3059
Global Wealth Strategies & Associates
Colorado
$8.98K
ACM
3060
Anfield Capital Management
California
$8.63K
GGI
3061
Godsey & Gibb Inc
Virginia
$8.63K
MDA
3062
Minot DeBlois Advisors
Massachusetts
$8.63K
MSG
3063
Main Street Group
Virginia
$8.63K
PS
3064
PayPay Securities
Japan
$8.58K
FCG
3065
Financial Connections Group
California
$8K
DRP
3066
Decker Retirement Planning
Utah
$7.99K
IRAG
3067
Investment Research & Advisory Group
Georgia
$7.94K
BAM
3068
Bellevue Asset Management
Washington
$7.6K
BCPWM
3069
Bradley & Co Private Wealth Management
Florida
$7.25K
LC
3070
Luminist Capital
Michigan
$6.97K
1NWS
3071
1 North Wealth Services
Maryland
$6.91K
CL
3072
CSS LLC
Illinois
$6.91K
WCM
3073
Westend Capital Management
California
$6.56K
IUHSA
3074
Itau Unibanco Holding S.A.
Brazil
$6.26K
GAG
3075
Goodman Advisory Group
Massachusetts
$6.21K