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UnitedHealth

3,121 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, 1,254 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: $ → $

4% less repeat investments, than reductions

Existing positions increased: 1,254 | Existing positions reduced: 1,308

1% less funds holding

Funds holding: 3,1533,121 (-32)

4.26% less ownership

Funds ownership: 85.14%80.88% (-4.3%)

Holders
3,121
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
NCM
3051
Northwest Capital Management
Oregon
$19.7K
DMKJ
3052
David M. Knott Jr
$19.7K
PK
3053
Pflug Koory
Nebraska
$18.6K
TC
3054
Trust Company
Kansas
$18.3K
NWM
3055
Navigoe Wealth Management
California
$18K
RL
3056
Rogco LP
Oklahoma
$16.2K
CI
3057
Clal Insurance
Israel
$16K
SA
3058
Seneschal Advisors
Washington
$15.9K
TC
3059
Tacita Capital
Ontario, Canada
$14.5K
CFS
3060
CGC Financial Services
Oregon
$14.2K
T2I
3061
Turim 21 Investimentos
Brazil
$13.8K
RWM
3062
RMG Wealth Management
Wisconsin
$13.7K
NL
3063
NVWM LLC
Pennsylvania
$13.5K
RFA
3064
Reyes Financial Architecture
California
$12.5K
CWA
3065
Carolina Wealth Advisors
South Carolina
$12.4K
IA
3066
IFS Advisors
Kansas
$11.6K
DF
3067
DecisionPoint Financial
Arizona
$11.5K
LFASL
3068
Lugano Financial Advisors SA (LFA)
Switzerland
$11.4K
CFG
3069
Chapman Financial Group
Hawaii
$11.4K
JFG
3070
JDM Financial Group
Texas
$11.1K
FF
3071
Friedenthal Financial
New Jersey
$11.1K
CFS
3072
Compass Financial Services
Iowa
$10.7K
PP
3073
Pacifica Partners
Canada
$10.4K
FPB
3074
First PREMIER Bank
South Dakota
$10K
WW
3075
Winnow Wealth
Texas
$9K