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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
GKFF
1876
George Kaiser Family Foundation
Oklahoma
$827K
IIC
1877
Integrated Investment Consultants
Michigan
$826K
SPC
1878
Spirepoint Private Client
Florida
$821K
CA
1879
CoreCap Advisors
Michigan
$821K
CCG
1880
Coastwise Capital Group
California
$821K
CIP
1881
Convergence Investment Partners
Florida
$821K
EPA
1882
Element Pointe Advisors
Florida
$820K
GSEP
1883
Golden State Equity Partners
California
$818K
VCM
1884
Vivaldi Capital Management
Illinois
$815K
BCM
1885
Boreal Capital Management
Florida
$815K
BG
1886
Bollard Group
Massachusetts
$812K
TA
1887
TCM Advisors
West Virginia
$811K
CWA
1888
Consilium Wealth Advisory
Texas
$811K
CPA
1889
Cardiff Park Advisors
California
$810K
KWM
1890
KFG Wealth Management
Indiana
$809K
MA
1891
MCF Advisors
Kentucky
$807K
3IP
1892
3Chopt Investment Partners
Virginia
$807K
WWM
1893
Whalen Wealth Management
Nevada
$803K
OFO
1894
OneAscent Family Office
Alabama
$803K
CIM
1895
CIM Investment Management
Pennsylvania
$803K
CNBT
1896
Canandaigua National Bank & Trust
New York
$802K
TNA
1897
True North Advisors
Texas
$802K
BIA
1898
Bigelow Investment Advisors
Maine
$799K
FSC
1899
Full Sail Capital
Oklahoma
$799K
RCA
1900
Roberts Capital Advisors
Colorado
$799K