UNH icon

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
LI
2526
Lafayette Investments
Maryland
$317K
OP
2527
ORG Partners
Indiana
$316K
SDAM
2528
Shulman DeMeo Asset Management
New York
$316K
CFP
2529
Curran Financial Partners
South Carolina
$316K
HWM
2530
Hemington Wealth Management
Virginia
$316K
CFD
2531
Creative Financial Designs
Indiana
$316K
HBS
2532
Howard Bailey Securities
Indiana
$315K
GTAM
2533
Global Trust Asset Management
Florida
$314K
SAM
2534
Satovsky Asset Management
New York
$314K
OA
2535
Operose Advisors
Wisconsin
$313K
BW
2536
BIP Wealth
Georgia
$313K
CYG
2537
Clean Yield Group
Vermont
$312K
BMC
2538
Beaton Management Company
Massachusetts
$312K
FHC
2539
First Heartland Consultants
Missouri
$312K
SIM
2540
SSI Investment Management
California
$311K
AIMCA
2541
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$311K
GCIA
2542
Gabelli & Co Investment Advisers
New York
$311K
HWMC
2543
Heritage Wealth Management (California)
California
$310K
BBI
2544
Baxter Bros Inc
Connecticut
$309K
LA
2545
Latitude Advisors
Florida
$309K
EFMH
2546
E Fund Management (HK)
Hong Kong
$308K
EAM
2547
Evanson Asset Management
California
$308K
BI
2548
Binnacle Investments
Iowa
$308K
KOC
2549
Koss-Olinger Consulting
Florida
$306K
FMP
2550
Financial Management Professionals
Texas
$306K