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UnitedHealth

3,104 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 335 funds opening new positions, 1,248 increasing their positions, 1,298 reducing their positions, and 295 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: 1,248 | Existing positions reduced: 1,298

1% less funds holding

Funds holding: 3,1463,104 (-42)

4.19% less ownership

Funds ownership: 85.04%80.85% (-4.2%)

Holders
3,104
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
98
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
SMA
2576
Seven Mile Advisory
New Jersey
$293K
RW
2577
Rede Wealth
Virginia
$293K
EBA
2578
Eagle Bay Advisors
New York
$293K
GAM
2579
Gould Asset Management
California
$293K
CWM
2580
Cherrydale Wealth Management
New Jersey
$292K
GMFG
2581
Greater Midwest Financial Group
Minnesota
$292K
SC
2582
SummitTX Capital
Texas
$292K
BAS
2583
Breakthru Advisory Services
Wisconsin
$292K
RA
2584
Ransom Advisory
Rhode Island
$292K
IA
2585
Insight Advisors
Pennsylvania
$291K
SFP
2586
Shepherd Financial Partners
Massachusetts
$291K
ANBOT
2587
American National Bank of Texas
Texas
$290K
WFMPM
2588
Woodley Farra Manion Portfolio Management
Indiana
$290K
CIG
2589
Cairn Investment Group
Washington
$290K
RG
2590
Renaissance Group
Kentucky
$289K
LC
2591
Lavaca Capital
Texas
$289K
ADMI
2592
Albert D. Mason Inc
Massachusetts
$289K
SP
2593
Symmetry Partners
Connecticut
$289K
PCA
2594
PMV Capital Advisers
Texas
$288K
PIM
2595
Platinum Investment Management
Australia
$288K
HWM
2596
Horizon Wealth Management
Illinois
$287K
SCA
2597
Stillwater Capital Advisors
Pennsylvania
$287K
WWG
2598
West Wealth Group
California
$287K
HPM
2599
Hoxton Planning & Management
West Virginia
$286K
CCM
2600
Copeland Capital Management
Pennsylvania
$286K