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
WA
2826
WPG Advisers
Maryland
$206K
GWS
2827
Greykasell Wealth Strategies
California
$205K
LFP
2828
Lakeshore Financial Planning
Michigan
$205K
IA
2829
IFC Advisors
California
$204K
MIFH
2830
Migdal Insurance & Financial Holdings
Israel
$204K
AIMC
2831
Alley Investment Management Company
Illinois
$204K
HPC
2832
Hobart Private Capital
North Carolina
$204K
OAS
2833
Optivise Advisory Services
Tennessee
$204K
SHA
2834
Seneca House Advisors
Virginia
$203K
AA
2835
Alesco Advisors
New York
$203K
RFA
2836
Rollins Financial Advisors
New York
$203K
HI
2837
Hudock Inc
Pennsylvania
$202K
LCM
2838
Leisure Capital Management
California
$202K
IAS
2839
Investment Advisory Services
Texas
$202K
LWM
2840
Liberty Wealth Management
California
$202K
NAM
2841
NTV Asset Management
West Virginia
$201K
MCM
2842
Monument Capital Management
Virginia
$201K
DTC
2843
Davidson Trust Company
Washington
$201K
JC
2844
JBGlobal.com
New York
$201K
CFGA
2845
Cambridge Financial Group (Arizona)
Arizona
$200K
D
2846
Dentgroup
Louisiana
$200K
PA
2847
Probity Advisors
Texas
$200K
EWA
2848
Etesian Wealth Advisors
Oregon
$200K
HFS
2849
Horizon Financial Services
North Carolina
$200K
1IA
2850
1620 Investment Advisors
Massachusetts
$200K