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UnitedHealth

3,110 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 334 funds opening new positions, 1,250 increasing their positions, 1,303 reducing their positions, and 296 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: $ → $

4% less repeat investments, than reductions

Existing positions increased: 1,250 | Existing positions reduced: 1,303

1% less funds holding

Funds holding: 3,1473,110 (-37)

4.18% less ownership

Funds ownership: 85.04%80.86% (-4.2%)

Holders
3,110
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
NLP
2276
Next Level Private
New York
$445K
SFG
2277
Seamount Financial Group
Colorado
$443K
MFWP
2278
Mosaic Family Wealth Partners
Missouri
$443K
JWBC
2279
J.W. Burns & Co
New York
$442K
GWSG
2280
GPS Wealth Strategies Group
Colorado
$441K
WCM
2281
Washington Capital Management
Washington
$440K
HWMO
2282
Heritage Wealth Management (Ohio)
Ohio
$440K
GWM
2283
GSB Wealth Management
Connecticut
$439K
COCM
2284
Charter Oak Capital Management
New Hampshire
$439K
PWM
2285
Penobscot Wealth Management
Maine
$438K
NWAG
2286
Net Worth Advisory Group
Utah
$437K
KWMG
2287
King Wealth Management Group
Florida
$436K
CA
2288
Centerpoint Advisors
Massachusetts
$436K
CGA
2289
Crescent Grove Advisors
Illinois
$436K
ABLA
2290
Alan B. Lancz & Associates
Ohio
$433K
BW
2291
Balance Wealth
Ohio
$433K
ACM
2292
Arcataur Capital Management
Wisconsin
$433K
SA
2293
Sonoma Allocations
California
$432K
SC
2294
Summa Corp
Texas
$432K
DI
2295
DDFG Inc
California
$431K
IA
2296
IMZ Advisory
Florida
$431K
AF
2297
Apollon Financial
South Carolina
$431K
BP
2298
BCK Partners
New York
$431K
BF
2299
bLong Financial
Tennessee
$430K
CIC
2300
Crawford Investment Counsel
Georgia
$428K