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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
IC
3351
Iconiq Capital
California
RCP
3352
Rothschild Capital Partners
New York
MWM
3353
Maripau Wealth Management
Indiana
AF
3354
Atala Financial
California
CL
3355
COWA LLC
Oklahoma
LFG
3356
Lockerman Financial Group
California
GWM
3357
Gibbs Wealth Management
Georgia
AWM
3358
Act Wealth Management
Texas
TWA
3359
Tandem Wealth Advisors
Arizona
KOMWMG
3360
Kerntke Otto McGlone Wealth Management Group
Wisconsin
PGF
3361
Plan Group Financial
Oklahoma
BWA
3362
BlueChip Wealth Advisors
Georgia
BMO
3363
Beck Mack & Oliver
New York
FCM
3364
Fourpath Capital Management
Oklahoma
TC
3365
TwinBeech Capital
New York
JAM
3366
Jupiter Asset Management
United Kingdom
ODIJL
3367
One Day In July LLC
Vermont
KFA
3368
Krane Funds Advisors
New York
CFC
3369
Coyle Financial Counsel
Illinois
KRW
3370
Kaufman Rossin Wealth
Florida
WHG
3371
Westwood Holdings Group
Texas
HHRDM
3372
H&H Retirement Design & Management
Nevada
GFM
3373
GEN Financial Management
Minnesota
CGFA
3374
Colton Groome Financial Advisors
North Carolina
TI
3375
Truepoint Inc
Ohio