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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
TAM
676
Trillium Asset Management
Massachusetts
$9.59M
PAS
677
Park Avenue Securities
New York
$9.53M
CFG
678
Citizens Financial Group
Rhode Island
$9.5M
RCM
679
Redwood Capital Management
New York
$9.5M
HT
680
Heritage Trust
Oklahoma
$9.48M
PA
681
Parallel Advisors
California
$9.44M
SC
682
Savant Capital
Illinois
$9.36M
PCIA
683
Prime Capital Investment Advisors
Kansas
$9.33M
WF
684
WoodTrust Financial
Wisconsin
$9.26M
LGF
685
LGT Group Foundation
Liechtenstein
$9.25M
SF
686
Synovus Financial
Georgia
$9.2M
PAIM
687
Punch & Associates Investment Management
Minnesota
$9.18M
LMIM
688
Lockheed Martin Investment Management
Maryland
$9.17M
MG
689
Markel Group
Virginia
$9.15M
ST
690
Spinnaker Trust
Maine
$9.15M
FCH
691
Freestone Capital Holdings
Washington
$9.13M
MCM
692
McRae Capital Management
New Jersey
$9.11M
DWM
693
Dakota Wealth Management
Florida
$9.11M
ACIM
694
Azimuth Capital Investment Management
Michigan
$9.09M
BZWA
695
Blue Zone Wealth Advisors
California
$9.06M
BJL
696
Brighton Jones LLC
Washington
$9.04M
SS
697
SBI Securities
Japan
$9M
RDWM
698
Red Door Wealth Management
Tennessee
$8.96M
EH
699
Equitable Holdings
New York
$8.95M
GBA
700
Garrison Bradford & Associates
New York
$8.95M