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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
OFW
2351
Omnia Family Wealth
Florida
$402K
SP
2352
Successful Portfolios
Florida
$402K
AF
2353
Aldebaran Financial
$401K
TCPW
2354
Twin City Private Wealth
North Carolina
$400K
BWP
2355
Balboa Wealth Partners
Arizona
$399K
TCM
2356
Traynor Capital Management
Pennsylvania
$399K
IP
2357
Ignite Planners
California
$398K
BWM
2358
BlackDiamond Wealth Management
New York
$398K
RCG
2359
Regatta Capital Group
California
$397K
EF
2360
Exeter Financial
Arizona
$397K
SOAMC
2361
Spirit of America Management Corp
New York
$397K
NL
2362
Navalign LLC
California
$397K
ATS
2363
Ashton Thomas Securities
New York
$396K
VC
2364
Veracity Capital
Georgia
$395K
BC
2365
Barrett & Company
Rhode Island
$395K
KCM
2366
KRS Capital Management
Michigan
$395K
WCM
2367
WealthBridge Capital Management
Ohio
$394K
AWF
2368
Alpha Wealth Funds
Utah
$394K
CIA
2369
Compass Ion Advisors
Pennsylvania
$394K
BAM
2370
BOCHK Asset Management
Hong Kong
$394K
BFC
2371
Bedel Financial Consulting
Indiana
$393K
WKWM
2372
Walter & Keenan Wealth Management
Indiana
$393K
FFS
2373
Fortress Financial Solutions
Arizona
$393K
CCG
2374
Catalina Capital Group
California
$393K
BBNB
2375
Baker Boyer National Bank
Washington
$392K