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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
SW
926
SVB Wealth
Massachusetts
$5.14M
HWAM
927
Hennion & Walsh Asset Management
New Jersey
$5.14M
TCWA
928
Turtle Creek Wealth Advisors
Texas
$5.14M
LPT
929
Legacy Private Trust
Wisconsin
$5.12M
LAM
930
Lynch Asset Management
Pennsylvania
$5.11M
HI
931
Harbour Investments
Wisconsin
$5.1M
KCPT
932
Kingstone Capital Partners Texas
Texas
$5.1M
SAM
933
Shell Asset Management
Netherlands
$5.1M
HTIM
934
Harbour Trust & Investment Management
Indiana
$5.08M
ANTB
935
AMG National Trust Bank
Colorado
$5.05M
GIA
936
GHP Investment Advisors
Colorado
$5.03M
SI
937
Sava Infond
Slovenia
$5.03M
ACP
938
Aviance Capital Partners
Florida
$5.03M
ECM
939
Element Capital Management
New York
$5.02M
SCP
940
Sandhill Capital Partners
New York
$5.02M
BFG
941
Berger Financial Group
Minnesota
$5.01M
WIS
942
Wright Investors Service
Connecticut
$5.01M
SP
943
Saranac Partners
$5M
VIA
944
Victrix Investment Advisors
Florida
$4.99M
SC
945
Skylands Capital
Wisconsin
$4.98M
AP
946
Americana Partners
Texas
$4.97M
SAM
947
Smithbridge Asset Management
Pennsylvania
$4.96M
FTWA
948
Fifth Third Wealth Advisors
Ohio
$4.96M
BRWA
949
B. Riley Wealth Advisors
Florida
$4.95M
LM
950
Lincluden Management
Ontario, Canada
$4.95M