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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
FCM
3326
Fourpath Capital Management
Oklahoma
JAM
3327
Jupiter Asset Management
United Kingdom
ODIJL
3328
One Day In July LLC
Vermont
KFA
3329
Krane Funds Advisors
New York
CFC
3330
Coyle Financial Counsel
Illinois
KRW
3331
Kaufman Rossin Wealth
Florida
WHG
3332
Westwood Holdings Group
Texas
HHRDM
3333
H&H Retirement Design & Management
Nevada
GFM
3334
GEN Financial Management
Minnesota
CGFA
3335
Colton Groome Financial Advisors
North Carolina
TI
3336
Truepoint Inc
Ohio
SFPG
3337
Stonebridge Financial Planning Group
Florida
BTWM
3338
Brass Tax Wealth Management
Ohio
LTI
3339
Laffer Tengler Investments
Tennessee
GA
3340
Goldstein Advisors
Wisconsin
CA
3341
Crumly & Associates
Illinois
NWWA
3342
New Wave Wealth Advisors
Arkansas
AWM
3343
Atticus Wealth Management
Florida
CIG
3344
Cascade Investment Group
Colorado
AWM
3345
Alterna Wealth Management
Texas
JWM
3346
JGP Wealth Management
Oregon
MWM
3347
MBE Wealth Management
Wisconsin
LFS
3348
Littlejohn Financial Services
Oregon
GG
3349
Greenwood Gearhart
Arkansas
HIF
3350
Hill Island Financial
Michigan