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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
VCM
651
Violich Capital Management
California
$10.3M
STAS
652
Strong Tower Advisory Services
Minnesota
$10.2M
PS
653
Principal Securities
Iowa
$10.2M
SAM
654
Simplify Asset Management
Nevada
$10.1M
MAM
655
Meeder Asset Management
Ohio
$10.1M
AUB
656
Atlantic Union Bankshares
Virginia
$10.1M
CTA
657
Chesley Taft & Associates
Illinois
$10.1M
WS
658
Wedbush Securities
California
$10M
GC
659
Guardian Capital
Ontario, Canada
$10M
BWS
660
Buck Wealth Strategies
Colorado
$10M
NMIMC
661
Northwestern Mutual Investment Management Company
Wisconsin
$9.97M
SIA
662
Soltis Investment Advisors
Utah
$9.92M
FWCM
663
Ferguson Wellman Capital Management
Oregon
$9.78M
WA
664
Waverly Advisors
Alabama
$9.77M
KNW
665
Kesler Norman & Wride
Utah
$9.72M
STA
666
Summit Trail Advisors
New York
$9.71M
WBC
667
Westpac Banking Corp
Australia
$9.69M
LFM
668
LGT Fund Management
Liechtenstein
$9.68M
QCG
669
Quadrant Capital Group
Ohio
$9.6M
TAM
670
Trillium Asset Management
Massachusetts
$9.59M
PAS
671
Park Avenue Securities
New York
$9.53M
CFG
672
Citizens Financial Group
Rhode Island
$9.5M
RCM
673
Redwood Capital Management
New York
$9.5M
HT
674
Heritage Trust
Oklahoma
$9.48M
PA
675
Parallel Advisors
California
$9.44M