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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
WLIM
2051
White Lighthouse Investment Management
Massachusetts
$649K
ANC
2052
Ames National Corp
Iowa
$649K
CMTU
2053
Capital Markets Trading (UK)
United Kingdom
$647K
SPL
2054
Smart Portfolios LLC
Washington
$646K
JTWM
2055
Jackson Thornton Wealth Management
Alabama
$646K
LI
2056
LRI Investments
Florida
$645K
NRC
2057
New Republic Capital
North Carolina
$643K
API
2058
Asset Planning Inc
California
$642K
GHA
2059
Granite Harbor Advisors
Texas
$640K
LW
2060
Lauer Wealth
Indiana
$640K
CFG
2061
Copley Financial Group
California
$638K
BOS
2062
Bank of Stockton
California
$637K
BOSSRA
2063
B.O.S.S. Retirement Advisors
Utah
$636K
FAM
2064
Flaharty Asset Management
Florida
$635K
SPWG
2065
Syntegra Private Wealth Group
Missouri
$634K
MIC
2066
Means Investment Company
Maine
$633K
MW
2067
MBL Wealth
North Carolina
$633K
VAM
2068
Virtue Asset Management
Illinois
$633K
Fuller & Thaler Asset Management
2069
Fuller & Thaler Asset Management
California
$632K
TWM
2070
Thrive Wealth Management
Pennsylvania
$632K
PW
2071
PUREfi Wealth
Massachusetts
$632K
FWMP
2072
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$632K
MPCL
2073
My Personal CFO LLC
Washington
$632K
LSA
2074
Lansing Street Advisors
Pennsylvania
$630K
BFS
2075
BridgePort Financial Solutions
Iowa
$628K