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UnitedHealth

3,124 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 333 funds opening new positions, 1,255 increasing their positions, 1,310 reducing their positions, and 298 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: 3,1543,124 (-30)

4% less repeat investments, than reductions

Existing positions increased: 1,255 | Existing positions reduced: 1,310

4.19% less ownership

Funds ownership: 85.14%80.95% (-4.2%)

Holders
3,124
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 +$2.52B
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
GFP
651
Gryphon Financial Partners
Ohio
$10.4M
SI
652
Symmetry Investments
Jersey
$10.4M
RA
653
Rovida Advisors
Florida
$10.4M
GWMR
654
GC Wealth Management RIA
Massachusetts
$10.3M
SCA
655
Stonebridge Capital Advisors
Minnesota
$10.3M
VCM
656
Violich Capital Management
California
$10.3M
STAS
657
Strong Tower Advisory Services
Minnesota
$10.2M
PS
658
Principal Securities
Iowa
$10.2M
SAM
659
Simplify Asset Management
Nevada
$10.1M
MAM
660
Meeder Asset Management
Ohio
$10.1M
AUB
661
Atlantic Union Bankshares
Virginia
$10.1M
CTA
662
Chesley Taft & Associates
Illinois
$10.1M
WS
663
Wedbush Securities
California
$10M
GC
664
Guardian Capital
Ontario, Canada
$10M
BWS
665
Buck Wealth Strategies
Colorado
$10M
NMIMC
666
Northwestern Mutual Investment Management Company
Wisconsin
$9.97M
SIA
667
Soltis Investment Advisors
Utah
$9.92M
FWCM
668
Ferguson Wellman Capital Management
Oregon
$9.78M
WA
669
Waverly Advisors
Alabama
$9.77M
KNW
670
Kesler Norman & Wride
Utah
$9.72M
STA
671
Summit Trail Advisors
New York
$9.71M
WBC
672
Westpac Banking Corp
Australia
$9.69M
LFM
673
LGT Fund Management
Liechtenstein
$9.68M
QCG
674
Quadrant Capital Group
Ohio
$9.6M
TAM
675
Trillium Asset Management
Massachusetts
$9.59M