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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
FAB
751
First American Bank
Illinois
$7.98M
NAM
752
NorthCrest Asset Manangement
Minnesota
$7.98M
WC
753
Westerkirk Capital
$7.84M
CCM
754
Coldstream Capital Management
Washington
$7.82M
IWA
755
IBEX Wealth Advisors
New Jersey
$7.82M
VFA
756
Valeo Financial Advisors
Indiana
$7.79M
VPI
757
Value Partners Investments
Manitoba, Canada
$7.73M
MCM
758
Mattern Capital Management
Colorado
$7.72M
MPIM
759
McGinn Penninger Investment Management
Virginia
$7.7M
AWA
760
Arkadios Wealth Advisors
Georgia
$7.69M
Group One Trading
761
Group One Trading
Illinois
$7.67M
MGIA
762
Moneta Group Investment Advisors
Missouri
$7.65M
BIA
763
Biondo Investment Advisors
Pennsylvania
$7.62M
TRCT
764
Tower Research Capital (TRC)
New York
$7.59M
GF
765
Gabelli Funds
New York
$7.59M
MWM
766
Marietta Wealth Management
Georgia
$7.58M
AG
767
Ascent Group
Virginia
$7.57M
KFS
768
Kurt F. Somerville
$7.54M
IEFM
769
IQ EQ Fund Management
Ireland
$7.53M
LNWWM
770
Laird Norton Wetherby Wealth Management
California
$7.52M
BCM
771
Bretton Capital Management
California
$7.49M
PIM
772
Penobscot Investment Management
Massachusetts
$7.49M
S
773
SignatureFD
Georgia
$7.47M
CCA
774
Checchi Capital Advisers
California
$7.45M
BWM
775
Bulltick Wealth Management
Florida
$7.41M