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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
FFM
1276
Forum Financial Management
Illinois
$2.43M
CWIG
1277
Chung Wu Investment Group
Texas
$2.42M
DCM
1278
Delta Capital Management
New Jersey
$2.4M
GSB
1279
Greenfield Savings Bank
Massachusetts
$2.4M
PPA
1280
Pacific Point Advisors
California
$2.4M
BA
1281
Bluesphere Advisors
Pennsylvania
$2.39M
SC
1282
Sepio Capital
Utah
$2.39M
NL
1283
NWAM LLC
Washington
$2.38M
IC
1284
Inkwell Capital
Florida
$2.38M
SH
1285
SLT Holdings
Arizona
$2.37M
MAM
1286
Milestone Asset Management
Pennsylvania
$2.37M
CAAS
1287
Capital Asset Advisory Services
Michigan
$2.36M
CS
1288
Cannell & Spears
New York
$2.36M
FLC
1289
Fifth Lane Capital
Texas
$2.36M
CWM
1290
Connecticut Wealth Management
Connecticut
$2.35M
CAG
1291
Csenge Advisory Group
Florida
$2.35M
ACM
1292
Accent Capital Management
Ohio
$2.34M
SC
1293
Scholtz & Company
Connecticut
$2.34M
FWM
1294
Focused Wealth Management
New York
$2.33M
OPW
1295
Osprey Private Wealth
New York
$2.33M
LS
1296
Livforsakringsbolaget Skandia
Sweden
$2.32M
DW30
1297
Drucker Wealth 3.0
New Jersey
$2.32M
MBTD
1298
Mechanics Bank - Trust Department
California
$2.3M
PFBT
1299
Parkside Financial Bank & Trust
Missouri
$2.3M
COI
1300
Connable Office Inc
Michigan
$2.3M