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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
VCM
1851
Versant Capital Management
Arizona
$848K
TWM
1852
Topsail Wealth Management
North Carolina
$847K
PPW
1853
Parcion Private Wealth
Washington
$847K
CFS
1854
CRA Financial Services
New Jersey
$846K
SOS
1855
Silver Oak Securities
Tennessee
$845K
PFG
1856
Prosperity Financial Group
California
$844K
CCA
1857
Childress Capital Advisors
Texas
$844K
AFA
1858
Alpha Financial Advisors
North Carolina
$844K
LCM
1859
LVM Capital Management
Michigan
$843K
UCI
1860
Uncommon Cents Investing
Wisconsin
$843K
IIA
1861
IPG Investment Advisors
California
$839K
CLOS
1862
Compagnie Lombard Odier SCmA
Switzerland
$837K
QWP
1863
Quotient Wealth Partners
Texas
$836K
CIC
1864
Cornercap Investment Counsel
Georgia
$835K
RP
1865
Riverwater Partners
Wisconsin
$833K
HR
1866
Hardy Reed
Mississippi
$827K
LWM
1867
Lodestone Wealth Management
Washington
$827K
GKFF
1868
George Kaiser Family Foundation
Oklahoma
$827K
IIC
1869
Integrated Investment Consultants
Michigan
$826K
SPC
1870
Spirepoint Private Client
Florida
$821K
CA
1871
CoreCap Advisors
Michigan
$821K
CCG
1872
Coastwise Capital Group
California
$821K
CIP
1873
Convergence Investment Partners
Florida
$821K
EPA
1874
Element Pointe Advisors
Florida
$820K
GSEP
1875
Golden State Equity Partners
California
$818K