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UnitedHealth

3,103 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, 1,297 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: 1,297

1% less funds holding

Funds holding: 3,1463,103 (-43)

4.2% less ownership

Funds ownership: 85.04%80.84% (-4.2%)

Holders
3,103
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
HVIA
801
Hudson Valley Investment Advisors
New York
$6.6M
WTC
802
WhitTier Trust Company
Nevada
$6.58M
YIA
803
YHB Investment Advisors
Connecticut
$6.58M
BAM
804
Bell Asset Management
Australia
$6.57M
CI
805
Ceera Investments
Texas
$6.57M
Two Sigma Investments
806
Two Sigma Investments
New York
$6.57M
CIG
807
Cullen Investment Group
Louisiana
$6.57M
ACG
808
Allen Capital Group
Nebraska
$6.5M
SF
809
Summit Financial
New Jersey
$6.49M
UAM
810
Unison Asset Management
Florida
$6.48M
PIM
811
Plato Investment Management
Australia
$6.47M
FMTC
812
Farmers & Merchants Trust Company
California
$6.46M
SCA
813
Stokes Capital Advisors
South Carolina
$6.45M
HIP
814
HUB Investment Partners
Texas
$6.4M
MA
815
Mutual Advisors
Nebraska
$6.39M
FFA
816
Farther Finance Advisors
California
$6.37M
AWM
817
Axxcess Wealth Management
California
$6.32M
RS
818
Robeco Schweiz
Switzerland
$6.31M
MIA
819
MMBG Investment Advisors
Florida
$6.3M
B
820
Bensler
Washington
$6.3M
GT
821
Greenleaf Trust
Michigan
$6.28M
CNBTD
822
Citizens National Bank Trust Department
Mississippi
$6.22M
RC
823
Roundview Capital
New Jersey
$6.2M
TS
824
Triglav Skladi
Slovenia
$6.2M
RWM
825
Ritholtz Wealth Management
New York
$6.2M