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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
MAM
876
Morse Asset Management
Connecticut
$5.62M
KFP
877
KMG Fiduciary Partners
Ohio
$5.62M
CWM
878
Chemistry Wealth Management
New York
$5.59M
RS
879
Rakuten Securities
Japan
$5.59M
BP
880
Ballentine Partners
Massachusetts
$5.58M
GAM
881
Griffin Asset Management
New York
$5.55M
MWM
882
Mission Wealth Management
California
$5.54M
BEC
883
Blue Edge Capital
Virginia
$5.53M
DJSG
884
D.J. St. Germain
Massachusetts
$5.51M
BCV
885
Banque Cantonale Vaudoise
Switzerland
$5.51M
FPAS
886
Focus Partners Advisor Solutions
Missouri
$5.5M
GCM
887
Genus Capital Management
British Columbia, Canada
$5.5M
SC
888
Stolper & Co
Oklahoma
$5.5M
GAG
889
GM Advisory Group
New York
$5.47M
WPC
890
Wedmont Private Capital
Pennsylvania
$5.47M
AF
891
Alerus Financial
North Dakota
$5.46M
PA
892
Profund Advisors
Maryland
$5.44M
LCM
893
Liberty Capital Management
Michigan
$5.44M
BCM
894
Brasada Capital Management
Texas
$5.42M
BI
895
Ballast Inc
Kentucky
$5.42M
FIA
896
FNY Investment Advisers
New York
$5.41M
HW
897
Hancock Whitney
Mississippi
$5.4M
IWA
898
Icon Wealth Advisors
Texas
$5.39M
CWM
899
Chronos Wealth Management
Florida
$5.39M
MAS
900
Meeder Advisory Services
Ohio
$5.38M