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
GWMR
651
GC Wealth Management RIA
Massachusetts
$10.3M
SCA
652
Stonebridge Capital Advisors
Minnesota
$10.3M
VCM
653
Violich Capital Management
California
$10.3M
STAS
654
Strong Tower Advisory Services
Minnesota
$10.2M
PS
655
Principal Securities
Iowa
$10.2M
SAM
656
Simplify Asset Management
Nevada
$10.1M
MAM
657
Meeder Asset Management
Ohio
$10.1M
AUB
658
Atlantic Union Bankshares
Virginia
$10.1M
CTA
659
Chesley Taft & Associates
Illinois
$10.1M
WS
660
Wedbush Securities
California
$10M
GC
661
Guardian Capital
Ontario, Canada
$10M
BWS
662
Buck Wealth Strategies
Colorado
$10M
NMIMC
663
Northwestern Mutual Investment Management Company
Wisconsin
$9.97M
SIA
664
Soltis Investment Advisors
Utah
$9.92M
FWCM
665
Ferguson Wellman Capital Management
Oregon
$9.78M
WA
666
Waverly Advisors
Alabama
$9.77M
KNW
667
Kesler Norman & Wride
Utah
$9.72M
STA
668
Summit Trail Advisors
New York
$9.71M
WBC
669
Westpac Banking Corp
Australia
$9.69M
LFM
670
LGT Fund Management
Liechtenstein
$9.68M
QCG
671
Quadrant Capital Group
Ohio
$9.6M
TAM
672
Trillium Asset Management
Massachusetts
$9.59M
PAS
673
Park Avenue Securities
New York
$9.53M
CFG
674
Citizens Financial Group
Rhode Island
$9.5M
RCM
675
Redwood Capital Management
New York
$9.5M