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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
NHC
1851
Nicholas Hoffman & Company
Georgia
$859K
SIM
1852
Sentry Investment Management
Wisconsin
$856K
AFT
1853
Alpha Family Trust
California
$855K
OL
1854
OneFund LLC
Florida
$854K
JGIA
1855
Jackson Grant Investment Advisers
Connecticut
$852K
BCP
1856
Berkeley Capital Partners
Georgia
$851K
LCWP
1857
Legacy Capital Wealth Partners
Arkansas
$850K
RWS
1858
Resolute Wealth Strategies
Mississippi
$849K
VCM
1859
Versant Capital Management
Arizona
$848K
TWM
1860
Topsail Wealth Management
North Carolina
$847K
PPW
1861
Parcion Private Wealth
Washington
$847K
CFS
1862
CRA Financial Services
New Jersey
$846K
SOS
1863
Silver Oak Securities
Tennessee
$845K
PFG
1864
Prosperity Financial Group
California
$844K
CCA
1865
Childress Capital Advisors
Texas
$844K
AFA
1866
Alpha Financial Advisors
North Carolina
$844K
LCM
1867
LVM Capital Management
Michigan
$843K
UCI
1868
Uncommon Cents Investing
Wisconsin
$843K
IIA
1869
IPG Investment Advisors
California
$839K
CLOS
1870
Compagnie Lombard Odier SCmA
Switzerland
$837K
QWP
1871
Quotient Wealth Partners
Texas
$836K
CIC
1872
Cornercap Investment Counsel
Georgia
$835K
RP
1873
Riverwater Partners
Wisconsin
$833K
HR
1874
Hardy Reed
Mississippi
$827K
LWM
1875
Lodestone Wealth Management
Washington
$827K