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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
JC
2326
JBF Capital
Colorado
$414K
CWMG
2327
Compass Wealth Management (Georgia)
Georgia
$414K
AFWM
2328
Abich Financial Wealth Management
Virginia
$414K
AGWCA
2329
Annis Gardner Whiting Capital Advisors
Florida
$414K
IRC
2330
Investors Research Corp
Georgia
$413K
WFA
2331
Wellspring Financial Advisors
Ohio
$413K
CFO
2332
Custos Family Office
Texas
$411K
TSW
2333
Three Seasons Wealth
Utah
$410K
MIM
2334
Macroview Investment Management
Maryland
$409K
HAIM
2335
Hunter Associates Investment Management
Pennsylvania
$408K
UWPG
2336
Ullmann Wealth Partners Group
Florida
$408K
SFG
2337
Sunburst Financial Group
Alabama
$407K
ACM
2338
Armbruster Capital Management
New York
$406K
IW
2339
Instrumental Wealth
Florida
$406K
TIA
2340
Traphagen Investment Advisors
New Jersey
$406K
BF
2341
Brucke Financial
Indiana
$405K
OFG
2342
Oxford Financial Group
Indiana
$405K
FFA
2343
Founders Financial Alliance
North Carolina
$405K
GIM
2344
Groesbeck Investment Management
New Jersey
$404K
IA
2345
Invested Advisors
Pennsylvania
$403K
BRWM
2346
Blue Rock Wealth Management
North Carolina
$403K
MA
2347
Maxele Advisors
Missouri
$403K
CIAM
2348
Caitong International Asset Management
Hong Kong
$402K
EBSAM
2349
Eubel Brady & Suttman Asset Management
Ohio
$402K
EWA
2350
Evolution Wealth Advisors
Florida
$402K