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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
1C
2026
111 Capital
France
$662K
SB
2027
Sunflower Bank
Texas
$662K
SAM
2028
Sawgrass Asset Management
Florida
$661K
PCM
2029
Presidio Capital Management
California
$661K
AA
2030
Acorns Advisers
California
$661K
KAM
2031
KEB Asset Management
Illinois
$660K
GWA
2032
Gratus Wealth Advisors
Virginia
$659K
FA
2033
Faithward Advisors
Pennsylvania
$659K
OC
2034
Opinicus Capital
Florida
$658K
LAM
2035
Lingohr Asset Management
Germany
$656K
CAM
2036
Creekmur Asset Management
Illinois
$654K
FBT
2037
First Bank & Trust
South Dakota
$653K
APM
2038
a16z Perennial Management
California
$652K
FNWM
2039
Financial Network Wealth Management
Utah
$652K
SIM
2040
Synergy Investment Management
Florida
$651K
TPWA
2041
Twin Peaks Wealth Advisors
California
$650K
WLIM
2042
White Lighthouse Investment Management
Massachusetts
$649K
ANC
2043
Ames National Corp
Iowa
$649K
CMTU
2044
Capital Markets Trading (UK)
United Kingdom
$647K
SPL
2045
Smart Portfolios LLC
Washington
$646K
JTWM
2046
Jackson Thornton Wealth Management
Alabama
$646K
LI
2047
LRI Investments
Florida
$645K
NRC
2048
New Republic Capital
North Carolina
$643K
API
2049
Asset Planning Inc
California
$642K
GHA
2050
Granite Harbor Advisors
Texas
$640K