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

4.26% 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
FFG
2801
Fiduciary Financial Group
California
$220K
BI
2802
Bolthouse Investments
California
$220K
OPA
2803
Old Port Advisors
Maine
$218K
HW
2804
HORAN Wealth
Ohio
$218K
AA
2805
AJ Advisors
Tennessee
$218K
TFG
2806
Team Financial Group
California
$217K
RFS
2807
Richardson Financial Services
Massachusetts
$217K
MTWM
2808
Masso Torrence Wealth Management
New Jersey
$217K
FA
2809
Fountainhead AM
New Jersey
$216K
PRS
2810
Pinkerton Retirement Specialists
Idaho
$216K
MPW
2811
MGO Private Wealth
California
$216K
BC
2812
Brio Consultants
California
$215K
PMG
2813
Private Management Group
California
$215K
TW
2814
Towerpoint Wealth
California
$215K
WC
2815
Westhampton Capital
North Carolina
$215K
RA
2816
Rise Advisors
New York
$215K
HA
2817
Hofer & Associates
California
$214K
FWM
2818
Forza Wealth Management
Florida
$214K
NOI
2819
Newton One Investments
Delaware
$213K
SHFP
2820
Second Half Financial Partners
Florida
$213K
HFS
2821
Howard Financial Services
Texas
$212K
ORC
2822
O'Rourke & Company
Massachusetts
$212K
PCM
2823
Princeton Capital Management
New Jersey
$212K
CCA
2824
Cora Capital Advisors
New Jersey
$212K
FUBT
2825
First United Bank & Trust
Maryland
$211K