UNH icon

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
EB
2676
Exchange Bank
California
$251K
LIA
2677
Lynx Investment Advisory
District of Columbia
$251K
GC
2678
Grange Capital
Oregon
$251K
TA
2679
TruWealth Advisors
Louisiana
$250K
CC
2680
Chicago Capital
Illinois
$250K
HWM
2681
HighMark Wealth Management
Minnesota
$249K
LWMI
2682
Legacy Wealth Management (Idaho)
Idaho
$249K
TW
2683
Traveka Wealth
California
$249K
PTC
2684
Philadelphia Trust Company
Pennsylvania
$249K
TF
2685
Threadgill Financial
Texas
$249K
CPC
2686
Cookson Peirce & Co
Pennsylvania
$249K
4WM
2687
4J Wealth Management
Virginia
$248K
PHWM
2688
Pine Harbor Wealth Management
Maryland
$247K
CCM
2689
Check Capital Management
California
$247K
UWP
2690
Uniting Wealth Partners
Kansas
$247K
HCWM
2691
Hidden Cove Wealth Management
Washington
$247K
BAM
2692
Blueshift Asset Management
New Jersey
$246K
RMC
2693
Ring Mountain Capital
California
$246K
FFBTD
2694
First Financial Bank - Trust Division
Ohio
$246K
MEG
2695
Millstone Evans Group
Colorado
$246K
LAM
2696
Lifestyle Asset Management
Texas
$246K
FCIM
2697
Fairview Capital Investment Management
California
$245K
BBA
2698
Braun-Bostich & Associates
Pennsylvania
$245K
WW
2699
Windle Wealth
Oklahoma
$245K
WDG
2700
Wealth Dimensions Group
Ohio
$244K