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UnitedHealth

3,141 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 332 funds opening new positions, 1,268 increasing their positions, 1,316 reducing their positions, and 297 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: $ → $

1% less funds holding

Funds holding: 3,1603,141 (-19)

4% less repeat investments, than reductions

Existing positions increased: 1,268 | Existing positions reduced: 1,316

4.24% less ownership

Funds ownership: 85.2%80.96% (-4.2%)

Holders
3,141
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 +$2.21B
2 +$1.04B
3 +$528M
4
SG Americas Securities
SG Americas Securities
New York
+$435M
5
Bessemer Group
Bessemer Group
New Jersey
+$333M

Top Sellers

1 -$2.33B
2 -$1.14B
3 -$941M
4
AL
Appaloosa LP
New Jersey
-$679M
5
ClearBridge Investments
ClearBridge Investments
New York
-$615M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
3326
Fox Run Management
Connecticut
RFA
3327
Resurgent Financial Advisors
Georgia
SWGC
3328
Summit Wealth Group (Colorado)
Colorado
SIA
3329
Strategic Investment Advisors
Michigan
NCM
3330
Next Capital Management
New York
KDA
3331
Kraft Davis & Associates
Missouri
SC
3332
Saturna Capital
Washington
CC
3333
Copperleaf Capital
North Carolina
BC
3334
BIT Capital
Germany
SGI
3335
Swan Global Investments
Colorado
FTUS
3336
Flow Traders U.S.
New York
SIC
3337
Sterling Investment Counsel
New York
CCWM
3338
Correct Capital Wealth Management
Missouri
HW
3339
Hamilton Wealth
California
SWA
3340
Strata Wealth Advisors
Texas
OPOWM
3341
One Plus One Wealth Management
Florida
OIC
3342
Orion Investment Company
Missouri
CCMT
3343
CMT Capital Markets Trading
Germany
CRWM
3344
Castle Rock Wealth Management
California
SAM
3345
Seelaus Asset Management
New Jersey
QP
3346
Quartz Partners
New York
PAM
3347
PVG Asset Management
Colorado
UBV
3348
United Bank (Virginia)
Virginia
OIM
3349
Oder Investment Management
California
NG
3350
Novem Group
New York