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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
LBC
776
Lowe Brockenbrough & Co
Virginia
$7.36M
TSW
777
Thompson Siegel & Walmsley
Virginia
$7.33M
VF
778
Vest Financial
Virginia
$7.32M
SFG
779
Sather Financial Group
Texas
$7.28M
JWCA
780
J.W. Cole Advisors
Florida
$7.21M
ECM
781
ExodusPoint Capital Management
New York
$7.18M
HH
782
Hilltop Holdings
Texas
$7.16M
HFS
783
Hantz Financial Services
Michigan
$7.15M
KA
784
Kovack Advisors
Florida
$7.12M
SLWA
785
San Luis Wealth Advisors
California
$7.03M
HIA
786
Harbor Investment Advisory
Maryland
$7.03M
GWM
787
Greenwich Wealth Management
Connecticut
$6.95M
LDB
788
Lee, Danner & Bass
Tennessee
$6.93M
CG
789
Caprock Group
Idaho
$6.93M
AP
790
Archon Partners
New Jersey
$6.91M
CIA
791
Capital Investment Advisors
Georgia
$6.88M
ECM
792
Evergreen Capital Management
Washington
$6.86M
VA
793
VestGen Advisors
Illinois
$6.85M
CGH
794
Crossmark Global Holdings
Texas
$6.84M
PC
795
Permanens Capital
New York
$6.83M
AG
796
AlTi Global
New York
$6.82M
ACM
797
Advisors Capital Management
New Jersey
$6.81M
MJP
798
Michael J. Puzo
$6.77M
BCB
799
Brian C. Broderick
$6.76M
PJSIMP
800
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.72M