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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
SAM
2526
Satovsky Asset Management
New York
$314K
OA
2527
Operose Advisors
Wisconsin
$313K
BW
2528
BIP Wealth
Georgia
$313K
CYG
2529
Clean Yield Group
Vermont
$312K
BMC
2530
Beaton Management Company
Massachusetts
$312K
FHC
2531
First Heartland Consultants
Missouri
$312K
SIM
2532
SSI Investment Management
California
$311K
AIMCA
2533
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$311K
GCIA
2534
Gabelli & Co Investment Advisers
New York
$311K
HWMC
2535
Heritage Wealth Management (California)
California
$310K
BBI
2536
Baxter Bros Inc
Connecticut
$309K
LA
2537
Latitude Advisors
Florida
$309K
EFMH
2538
E Fund Management (HK)
Hong Kong
$308K
EAM
2539
Evanson Asset Management
California
$308K
BI
2540
Binnacle Investments
Iowa
$308K
KOC
2541
Koss-Olinger Consulting
Florida
$306K
FMP
2542
Financial Management Professionals
Texas
$306K
CA
2543
Carson Advisory
Georgia
$306K
TIA
2544
Tandem Investment Advisors
South Carolina
$305K
TGAM
2545
TBH Global Asset Management
Tennessee
$305K
BP
2546
BBR Partners
New York
$305K
CWA
2547
Capital Wealth Alliance
Arizona
$305K
BM
2548
Berman McAleer
Maryland
$305K
CPC
2549
Consolidated Planning Corp
Georgia
$305K
3F
2550
360 Financial
Minnesota
$304K