UNH icon

UnitedHealth

3,141 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 332 funds opening new positions, 1,268 increasing their positions, 1,316 reducing their positions, and 297 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: $ → $

1% less funds holding

Funds holding: 3,1603,141 (-19)

4% less repeat investments, than reductions

Existing positions increased: 1,268 | Existing positions reduced: 1,316

4.24% less ownership

Funds ownership: 85.2%80.96% (-4.2%)

Holders
3,141
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
99
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 +$2.21B
2 +$1.04B
3 +$528M
4
SG Americas Securities
SG Americas Securities
New York
+$435M
5
Bessemer Group
Bessemer Group
New Jersey
+$333M

Top Sellers

1 -$2.33B
2 -$1.14B
3 -$941M
4
AL
Appaloosa LP
New Jersey
-$679M
5
ClearBridge Investments
ClearBridge Investments
New York
-$615M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
651
Kennedy Capital Management
Missouri
$10.4M
GFP
652
Gryphon Financial Partners
Ohio
$10.4M
SI
653
Symmetry Investments
Jersey
$10.4M
RA
654
Rovida Advisors
Florida
$10.4M
GWMR
655
GC Wealth Management RIA
Massachusetts
$10.3M
SCA
656
Stonebridge Capital Advisors
Minnesota
$10.3M
VCM
657
Violich Capital Management
California
$10.3M
STAS
658
Strong Tower Advisory Services
Minnesota
$10.2M
PS
659
Principal Securities
Iowa
$10.2M
SAM
660
Simplify Asset Management
Nevada
$10.1M
MAM
661
Meeder Asset Management
Ohio
$10.1M
AUB
662
Atlantic Union Bankshares
Virginia
$10.1M
CTA
663
Chesley Taft & Associates
Illinois
$10.1M
WS
664
Wedbush Securities
California
$10M
GCC
665
Guardian Capital (Canada)
Ontario, Canada
$10M
BWS
666
Buck Wealth Strategies
Colorado
$10M
NMIMC
667
Northwestern Mutual Investment Management Company
Wisconsin
$9.97M
SIA
668
Soltis Investment Advisors
Utah
$9.92M
FWCM
669
Ferguson Wellman Capital Management
Oregon
$9.78M
WA
670
Waverly Advisors
Alabama
$9.77M
KNW
671
Kesler Norman & Wride
Utah
$9.72M
STA
672
Summit Trail Advisors
New York
$9.71M
WBC
673
Westpac Banking Corp
Australia
$9.69M
LFM
674
LGT Fund Management
Liechtenstein
$9.68M
QCG
675
Quadrant Capital Group
Ohio
$9.6M