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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
LW
2051
Lauer Wealth
Indiana
$640K
CFG
2052
Copley Financial Group
California
$638K
BOS
2053
Bank of Stockton
California
$637K
BOSSRA
2054
B.O.S.S. Retirement Advisors
Utah
$636K
FAM
2055
Flaharty Asset Management
Florida
$635K
SPWG
2056
Syntegra Private Wealth Group
Missouri
$634K
MIC
2057
Means Investment Company
Maine
$633K
MW
2058
MBL Wealth
North Carolina
$633K
VAM
2059
Virtue Asset Management
Illinois
$633K
Fuller & Thaler Asset Management
2060
Fuller & Thaler Asset Management
California
$632K
TWM
2061
Thrive Wealth Management
Pennsylvania
$632K
PW
2062
PUREfi Wealth
Massachusetts
$632K
FWMP
2063
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$632K
MPCL
2064
My Personal CFO LLC
Washington
$632K
LSA
2065
Lansing Street Advisors
Pennsylvania
$630K
BFS
2066
BridgePort Financial Solutions
Iowa
$628K
CAC
2067
Certified Advisory Corp
Florida
$626K
PCM
2068
Piedmont Capital Management
Montana
$626K
CL
2069
CLG LLC
California
$625K
LIA
2070
LS Investment Advisors
Michigan
$625K
KLCM
2071
KG&L Capital Management
Louisiana
$624K
RFO
2072
RiverGlades Family Offices
Florida
$622K
FP
2073
Factorial Partners
New York
$622K
NFA
2074
Northern Financial Advisors
Michigan
$621K
SRA
2075
Secured Retirement Advisors
Minnesota
$619K