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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
HW
3301
Hamilton Wealth
California
SWA
3302
Strata Wealth Advisors
Texas
OPOWM
3303
One Plus One Wealth Management
Florida
OIC
3304
Orion Investment Company
Missouri
CCMT
3305
CMT Capital Markets Trading
Germany
CRWM
3306
Castle Rock Wealth Management
California
SAM
3307
Seelaus Asset Management
New Jersey
QP
3308
Quartz Partners
New York
UBV
3309
United Bank (Virginia)
Virginia
OIM
3310
Oder Investment Management
California
NG
3311
Novem Group
New York
IC
3312
Iconiq Capital
California
RCP
3313
Rothschild Capital Partners
New York
MWM
3314
Maripau Wealth Management
Indiana
CL
3315
COWA LLC
Oklahoma
AF
3316
Atala Financial
California
LFG
3317
Lockerman Financial Group
California
GWM
3318
Gibbs Wealth Management
Georgia
AWM
3319
Act Wealth Management
Texas
TWA
3320
Tandem Wealth Advisors
Arizona
KOMWMG
3321
Kerntke Otto McGlone Wealth Management Group
Wisconsin
PGF
3322
Plan Group Financial
Oklahoma
BWA
3323
BlueChip Wealth Advisors
Georgia
BMO
3324
Beck Mack & Oliver
New York
TC
3325
TwinBeech Capital
New York