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UnitedHealth

3,101 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, 1,295 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: 1,295

1% less funds holding

Funds holding: 3,1463,101 (-45)

4.24% less ownership

Funds ownership: 85.04%80.8% (-4.2%)

Holders
3,101
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
TW
401
Trajan Wealth
Arizona
$29.5M
QPBE
402
Quintet Private Bank (Europe)
Luxembourg
$29.4M
CPSAC
403
Chas P. Smith & Associates (CPS)
Florida
$28.6M
PAM
404
Palisade Asset Management
Minnesota
$28.6M
PC
405
Port Capital
Illinois
$28.5M
Envestnet Portfolio Solutions
406
Envestnet Portfolio Solutions
Illinois
$28.5M
GKIM
407
GW&K Investment Management
Massachusetts
$28.4M
SCA
408
Snowden Capital Advisors
New York
$27.8M
HIMC
409
Heritage Investors Management Corp
Maryland
$27.5M
GC
410
Guggenheim Capital
Illinois
$27.5M
CFB
411
Cullen/Frost Bankers
Texas
$27.4M
PEAK6
412
PEAK6
Illinois
$27.4M
NCM
413
Nearwater Capital Markets
Ireland
$27.3M
SCM
414
Scopia Capital Management
New York
$27M
CFM
415
Coronation Fund Managers
South Africa
$27M
CB
416
Commerce Bank
Missouri
$26.6M
PFP
417
Pinnacle Financial Partners
Tennessee
$26.6M
CM
418
Cercano Management
Washington
$26.5M
MIM
419
Marco Investment Management
Georgia
$26.3M
DADC
420
D.A. Davidson & Co
Montana
$26.2M
AC
421
AltraVue Capital
Washington
$26.1M
A
422
Allianz
Germany
$26.1M
MMA
423
Mizuho Markets Americas
New York
$25.9M
B
424
BloombergSen
Ontario, Canada
$25.9M
ACH
425
ArrowMark Colorado Holdings
Colorado
$25.8M