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UnitedHealth

3,122 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 333 funds opening new positions, 1,255 increasing their positions, 1,308 reducing their positions, and 298 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: 3,1533,122 (-31)

4% less repeat investments, than reductions

Existing positions increased: 1,255 | Existing positions reduced: 1,308

4.25% less ownership

Funds ownership: 85.14%80.88% (-4.3%)

Holders
3,122
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 +$2.52B
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
TFP
1376
Tilia Fiduciary Partners
North Carolina
$1.96M
SW
1377
SlateStone Wealth
Florida
$1.95M
OTL
1378
Oak Thistle LLC
New York
$1.95M
JSW
1379
Journey Strategic Wealth
New Jersey
$1.95M
SWA
1380
Stratos Wealth Advisors
Ohio
$1.94M
SIC
1381
Samalin Investment Counsel
New York
$1.94M
CMAI
1382
Capital Management Associates Inc
Minnesota
$1.94M
EWM
1383
Elmwood Wealth Management
California
$1.94M
IC
1384
Inscription Capital
Texas
$1.93M
KIM
1385
Kestra Investment Management
Texas
$1.93M
TP
1386
Tranquility Partners
Tennessee
$1.92M
RMDI
1387
R.M. Davis Inc
Maine
$1.92M
HNW
1388
High Note Wealth
Minnesota
$1.91M
MTC
1389
Matrix Trust Company
Colorado
$1.91M
LCM
1390
Lazari Capital Management
California
$1.91M
TSWM
1391
Triangle Securities Wealth Management
North Carolina
$1.9M
MCM
1392
Manchester Capital Management
Vermont
$1.9M
FNBOO
1393
First National Bank of Omaha
Nebraska
$1.9M
AC
1394
Avestar Capital
New York
$1.9M
MYIA
1395
Mount Yale Investment Advisors
Colorado
$1.89M
PHS
1396
Pekin Hardy Strauss
Illinois
$1.88M
TCOT
1397
Trust Company of Toledo
Ohio
$1.87M
LAM
1398
LOM Asset Management
$1.87M
RGC
1399
Roberts, Glore & Co
Illinois
$1.87M
NCM
1400
Northside Capital Management
Oregon
$1.87M