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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
BWM
2351
BlackDiamond Wealth Management
New York
$398K
RCG
2352
Regatta Capital Group
California
$397K
EF
2353
Exeter Financial
Arizona
$397K
SOAMC
2354
Spirit of America Management Corp
New York
$397K
NL
2355
Navalign LLC
California
$397K
ATS
2356
Ashton Thomas Securities
New York
$396K
VC
2357
Veracity Capital
Georgia
$395K
BC
2358
Barrett & Company
Rhode Island
$395K
KCM
2359
KRS Capital Management
Michigan
$395K
WCM
2360
WealthBridge Capital Management
Ohio
$394K
AWF
2361
Alpha Wealth Funds
Utah
$394K
CIA
2362
Compass Ion Advisors
Pennsylvania
$394K
BAM
2363
BOCHK Asset Management
Hong Kong
$394K
BFC
2364
Bedel Financial Consulting
Indiana
$393K
WKWM
2365
Walter & Keenan Wealth Management
Indiana
$393K
FFS
2366
Fortress Financial Solutions
Arizona
$393K
CCG
2367
Catalina Capital Group
California
$393K
BBNB
2368
Baker Boyer National Bank
Washington
$392K
RA
2369
Riversedge Advisors
Delaware
$392K
FWI
2370
Facet Wealth Inc
Maryland
$392K
ACM
2371
Andina Capital Management
Utah
$391K
FA
2372
Forefront Analytics
Pennsylvania
$390K
HNWAG
2373
High Net Worth Advisory Group
Florida
$389K
AAB
2374
ABN AMRO Bank
Netherlands
$388K
LIA
2375
LBMC Investment Advisors
Tennessee
$386K