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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
ECP
601
Elwood Capital Partners
New York
$12.1M
RFM
602
Ranmore Fund Management
United Kingdom
$12.1M
RFC
603
Regions Financial Corp
Alabama
$12M
AWM
604
Apollon Wealth Management
South Carolina
$11.9M
Los Angeles Capital Management
605
Los Angeles Capital Management
California
$11.9M
FNT
606
First National Trust
Pennsylvania
$11.8M
HI
607
Hendershot Investments
Virginia
$11.8M
SCM
608
Shelton Capital Management
Colorado
$11.8M
SCP
609
Stamos Capital Partners
California
$11.7M
DAC
610
Dividend Assets Capital
South Carolina
$11.7M
NW
611
NewEdge Wealth
Pennsylvania
$11.6M
Connor, Clark & Lunn Investment Management (CC&L)
612
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.6M
MAM
613
Madison Asset Management
Wisconsin
$11.5M
PA
614
Pinnacle Associates
New York
$11.5M
HAM
615
Harber Asset Management
North Carolina
$11.5M
SW
616
SteelPeak Wealth
California
$11.4M
AC
617
Allstate Corporation
Illinois
$11.4M
UB
618
UMB Bank
Missouri
$11.4M
UCFA
619
United Capital Financial Advisors
Texas
$11.3M
CIS
620
Capital International Sarl
California
$11.3M
SAMU
621
SONA Asset Management (US)
New York
$11.2M
BFG
622
Bleakley Financial Group
New Jersey
$11.2M
SI
623
Stephens Inc
Arkansas
$11M
IAA
624
Independent Advisor Alliance
North Carolina
$11M
CTA
625
Colonial Trust Advisors
South Carolina
$11M