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UnitedHealth

3,122 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 333 funds opening new positions, 1,255 increasing their positions, 1,308 reducing their positions, and 298 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: 3,1533,122 (-31)

4% less repeat investments, than reductions

Existing positions increased: 1,255 | Existing positions reduced: 1,308

4.26% less ownership

Funds ownership: 85.14%80.88% (-4.3%)

Holders
3,122
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 +$2.52B
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
TWM
801
Tradition Wealth Management
Minnesota
$6.65M
AAMU
802
APG Asset Management US
New York
$6.65M
CCP
803
Clough Capital Partners
Massachusetts
$6.63M
EW
804
Evoke Wealth
California
$6.62M
HVIA
805
Hudson Valley Investment Advisors
New York
$6.6M
WTC
806
WhitTier Trust Company
Nevada
$6.58M
YIA
807
YHB Investment Advisors
Connecticut
$6.58M
BAM
808
Bell Asset Management
Australia
$6.57M
CI
809
Ceera Investments
Texas
$6.57M
Two Sigma Investments
810
Two Sigma Investments
New York
$6.57M
CIG
811
Cullen Investment Group
Louisiana
$6.57M
ACG
812
Allen Capital Group
Nebraska
$6.5M
SF
813
Summit Financial
New Jersey
$6.49M
UAM
814
Unison Asset Management
Florida
$6.48M
PIM
815
Plato Investment Management
Australia
$6.47M
FMTC
816
Farmers & Merchants Trust Company
California
$6.46M
SCA
817
Stokes Capital Advisors
South Carolina
$6.45M
HIP
818
HUB Investment Partners
Texas
$6.4M
MA
819
Mutual Advisors
Nebraska
$6.39M
FFA
820
Farther Finance Advisors
California
$6.37M
AWM
821
Axxcess Wealth Management
California
$6.32M
RS
822
Robeco Schweiz
Switzerland
$6.31M
MIA
823
MMBG Investment Advisors
Florida
$6.3M
B
824
Bensler
Washington
$6.3M
GT
825
Greenleaf Trust
Michigan
$6.28M