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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
HT
676
Heritage Trust
Oklahoma
$9.48M
PA
677
Parallel Advisors
California
$9.44M
PCIA
678
Prime Capital Investment Advisors
Kansas
$9.33M
WF
679
WoodTrust Financial
Wisconsin
$9.26M
LGF
680
LGT Group Foundation
Liechtenstein
$9.25M
SF
681
Synovus Financial
Georgia
$9.2M
PAIM
682
Punch & Associates Investment Management
Minnesota
$9.18M
LMIM
683
Lockheed Martin Investment Management
Maryland
$9.17M
MG
684
Markel Group
Virginia
$9.15M
ST
685
Spinnaker Trust
Maine
$9.15M
FCH
686
Freestone Capital Holdings
Washington
$9.13M
MCM
687
McRae Capital Management
New Jersey
$9.11M
DWM
688
Dakota Wealth Management
Florida
$9.11M
ACIM
689
Azimuth Capital Investment Management
Michigan
$9.09M
BZWA
690
Blue Zone Wealth Advisors
California
$9.06M
BJL
691
Brighton Jones LLC
Washington
$9.04M
SS
692
SBI Securities
Japan
$9M
RDWM
693
Red Door Wealth Management
Tennessee
$8.96M
EH
694
Equitable Holdings
New York
$8.95M
GBA
695
Garrison Bradford & Associates
New York
$8.95M
VDBMI
696
Van Den Berg Management I
Texas
$8.92M
ATPW
697
Ashton Thomas Private Wealth
Arizona
$8.91M
MFG
698
Merit Financial Group
Georgia
$8.88M
CIA
699
Concurrent Investment Advisors
Florida
$8.86M
VM
700
Venator Management
Pennsylvania
$8.83M