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UnitedHealth

3,141 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 332 funds opening new positions, 1,268 increasing their positions, 1,316 reducing their positions, and 297 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: 3,1603,141 (-19)

4% less repeat investments, than reductions

Existing positions increased: 1,268 | Existing positions reduced: 1,316

4.24% less ownership

Funds ownership: 85.2%80.96% (-4.2%)

Holders
3,141
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 +$2.21B
2 +$1.04B
3 +$528M
4
SG Americas Securities
SG Americas Securities
New York
+$435M
5
Bessemer Group
Bessemer Group
New Jersey
+$333M

Top Sellers

1 -$2.33B
2 -$1.14B
3 -$941M
4
AL
Appaloosa LP
New Jersey
-$679M
5
ClearBridge Investments
ClearBridge Investments
New York
-$615M
Name Holding Trade Value Shares
Change
Change in
Stake
BHIA
2601
Birch Hill Investment Advisors
Massachusetts
$293K
SMA
2602
Seven Mile Advisory
New Jersey
$293K
RW
2603
Rede Wealth
Virginia
$293K
EBA
2604
Eagle Bay Advisors
New York
$293K
GAM
2605
Gould Asset Management
California
$293K
CWM
2606
Cherrydale Wealth Management
New Jersey
$292K
GMFG
2607
Greater Midwest Financial Group
Minnesota
$292K
SC
2608
SummitTX Capital
Texas
$292K
BAS
2609
Breakthru Advisory Services
Wisconsin
$292K
RA
2610
Ransom Advisory
Rhode Island
$292K
IA
2611
Insight Advisors
Pennsylvania
$291K
SFP
2612
Shepherd Financial Partners
Massachusetts
$291K
WFMPM
2613
Woodley Farra Manion Portfolio Management
Indiana
$290K
ANBOT
2614
American National Bank of Texas
Texas
$290K
CIG
2615
Cairn Investment Group
Washington
$290K
RG
2616
Renaissance Group
Kentucky
$289K
LC
2617
Lavaca Capital
Texas
$289K
ADMI
2618
Albert D. Mason Inc
Massachusetts
$289K
SP
2619
Symmetry Partners
Connecticut
$289K
PCA
2620
PMV Capital Advisers
Texas
$288K
PIM
2621
Platinum Investment Management
Australia
$288K
HWM
2622
Horizon Wealth Management
Illinois
$287K
SCA
2623
Stillwater Capital Advisors
Pennsylvania
$287K
WWG
2624
West Wealth Group
California
$287K
HPM
2625
Hoxton Planning & Management
West Virginia
$286K