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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
DAM
2951
Delta Asset Management
Tennessee
$68K
HHMI
2952
Howard Hughes Medical Institute
Maryland
$67.3K
NC
2953
North Capital
Utah
$67K
OAJ
2954
Ogorek Anthony Joseph
New York
$66K
CAM
2955
Costello Asset Management
Pennsylvania
$62.5K
MFG
2956
Mendota Financial Group
Wisconsin
$62.2K
DPW
2957
DiNuzzo Private Wealth
Pennsylvania
$62K
WA
2958
Westfuller Advisors
New York
$61.5K
MSWA
2959
Marshall & Sterling Wealth Advisors
New York
$60.5K
PA
2960
Pineridge Advisors
Missouri
$59.8K
MAM
2961
Marquette Asset Management
Minnesota
$59.4K
BHWM
2962
Beaird Harris Wealth Management
Texas
$58.5K
M
2963
MOTCO
Texas
$58.4K
EPW
2964
Evergreen Private Wealth
Colorado
$57.3K
CGA
2965
Compound Global Advisors
Washington
$55.9K
CMP
2966
Coston McIsaac & Partners
Maine
$55K
VWA
2967
Valued Wealth Advisors
Utah
$54.9K
A
2968
AlphaQuest
New York
$51.8K
YAL
2969
Your Advocates Ltd
Texas
$51.8K
VWA
2970
VSM Wealth Advisory
Maryland
$51.6K
AEPWM
2971
Atlantic Edge Private Wealth Management
Florida
$51.5K
BDPWM
2972
Barnes Dennig Private Wealth Management
Ohio
$50.8K
CCMI
2973
Creative Capital Management Investments
California
$50.4K
RBC
2974
Roble Belko & Company
Pennsylvania
$50K
GJIA
2975
Glass Jacobson Investment Advisors
Maryland
$48.4K