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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
PCIA
676
Prime Capital Investment Advisors
Kansas
$9.33M
WF
677
WoodTrust Financial
Wisconsin
$9.26M
LGF
678
LGT Group Foundation
Liechtenstein
$9.25M
SF
679
Synovus Financial
Georgia
$9.2M
PAIM
680
Punch & Associates Investment Management
Minnesota
$9.18M
LMIM
681
Lockheed Martin Investment Management
Maryland
$9.17M
MG
682
Markel Group
Virginia
$9.15M
ST
683
Spinnaker Trust
Maine
$9.15M
FCH
684
Freestone Capital Holdings
Washington
$9.13M
MCM
685
McRae Capital Management
New Jersey
$9.11M
DWM
686
Dakota Wealth Management
Florida
$9.11M
ACIM
687
Azimuth Capital Investment Management
Michigan
$9.09M
BZWA
688
Blue Zone Wealth Advisors
California
$9.06M
BJL
689
Brighton Jones LLC
Washington
$9.04M
SS
690
SBI Securities
Japan
$9M
RDWM
691
Red Door Wealth Management
Tennessee
$8.96M
EH
692
Equitable Holdings
New York
$8.95M
GBA
693
Garrison Bradford & Associates
New York
$8.95M
VDBMI
694
Van Den Berg Management I
Texas
$8.92M
ATPW
695
Ashton Thomas Private Wealth
Arizona
$8.91M
MFG
696
Merit Financial Group
Georgia
$8.88M
CIA
697
Concurrent Investment Advisors
Florida
$8.86M
VM
698
Venator Management
Pennsylvania
$8.83M
RCM
699
RNC Capital Management
California
$8.82M
AIM
700
Anchor Investment Management
South Carolina
$8.79M