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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
BIM
3101
Breakwater Investment Management
Washington
$4.49K
FW
3102
Fairway Wealth
Ohio
$3.8K
MHIP
3103
Mountain Hill Investment Partners
New Jersey
$3.45K
TWM
3104
Tripletail Wealth Management
Florida
$3.24K
BFS
3105
Bare Financial Services
Pennsylvania
$3.11K
PP
3106
PFS Partners
New Jersey
$2.76K
BHWM
3107
Bay Harbor Wealth Management
Maryland
$2.76K
ETS
3108
ESL Trust Services
New York
$2.76K
GPFA
3109
Game Plan Financial Advisors
Ohio
$2.07K
SC
3110
Sawyer & Company
Massachusetts
$2K
RCM
3111
Richardson Capital Management
Wisconsin
$1.73K
HIA
3112
HFM Investment Advisors
New Jersey
$1.73K
BGWM
3113
Bridge Generations Wealth Management
Florida
$1.38K
SC
3114
Swan Capital
Florida
$1.38K
OCM
3115
Orion Capital Management
California
$1.38K
FS
3116
Financially Speaking
Colorado
$1.38K
VIM
3117
VELA Investment Management
Ohio
$1.38K
HI
3118
Hoey Investments
Pennsylvania
$1.04K
AAG
3119
Accordant Advisory Group
Maryland
$691
WOC
3120
West Oak Capital
California
$432
BMC
3121
Bear Mountain Capital
Washington
$365
CCC
3122
Chelsea Counsel Company
California
$346
PSFG
3123
Park Square Financial Group
Georgia
$345
Norges Bank
3124
Norges Bank
Norway
LPC
3125
Lone Pine Capital
Connecticut