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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
SW
1576
Solidarity Wealth
Utah
$1.37M
BHB
1577
Bank Hapoalim BM
Israel
$1.37M
LI
1578
LMCG Investments
Massachusetts
$1.37M
ORAM
1579
One River Asset Management
Connecticut
$1.36M
NG
1580
Norden Group
Utah
$1.35M
CUAMC
1581
China Universal Asset Management Company
China
$1.35M
EFG
1582
Everhart Financial Group
Ohio
$1.35M
IIA
1583
ICW Investment Advisors
Arizona
$1.35M
CWM
1584
Chesapeake Wealth Management
Virginia
$1.35M
KCM
1585
Kanawha Capital Management
Virginia
$1.34M
MG
1586
Mather Group
Illinois
$1.34M
DCM
1587
DGS Capital Management
New Jersey
$1.34M
PWP
1588
Pursue Wealth Partners
California
$1.34M
CNFG
1589
Creegan & Nassoura Financial Group
New Hampshire
$1.33M
SAM
1590
Strive Asset Management
Ohio
$1.33M
RE
1591
Rydar Equities
Texas
$1.33M
OWA
1592
Opal Wealth Advisors
New York
$1.33M
IA
1593
IFG Advisory
Georgia
$1.33M
DA
1594
Doliver Advisors
Texas
$1.33M
CVA
1595
Central Valley Advisors
California
$1.33M
FAN
1596
Financial Advisors Network
California
$1.32M
SCP
1597
Sivia Capital Partners
California
$1.32M
SEIA
1598
Signature Estate & Investment Advisors
California
$1.32M
UAG
1599
United Advisor Group
Ohio
$1.32M
C
1600
Certuity
Florida
$1.32M