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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
LAM
926
Lynch Asset Management
Pennsylvania
$5.11M
HI
927
Harbour Investments
Wisconsin
$5.1M
KCPT
928
Kingstone Capital Partners Texas
Texas
$5.1M
SAM
929
Shell Asset Management
Netherlands
$5.1M
HTIM
930
Harbour Trust & Investment Management
Indiana
$5.08M
ANTB
931
AMG National Trust Bank
Colorado
$5.05M
GIA
932
GHP Investment Advisors
Colorado
$5.03M
SI
933
Sava Infond
Slovenia
$5.03M
ACP
934
Aviance Capital Partners
Florida
$5.03M
ECM
935
Element Capital Management
New York
$5.02M
SCP
936
Sandhill Capital Partners
New York
$5.02M
BFG
937
Berger Financial Group
Minnesota
$5.01M
WIS
938
Wright Investors Service
Connecticut
$5.01M
SP
939
Saranac Partners
$5M
VIA
940
Victrix Investment Advisors
Florida
$4.99M
SC
941
Skylands Capital
Wisconsin
$4.98M
AP
942
Americana Partners
Texas
$4.97M
SAM
943
Smithbridge Asset Management
Pennsylvania
$4.96M
FTWA
944
Fifth Third Wealth Advisors
Ohio
$4.96M
BRWA
945
B. Riley Wealth Advisors
Florida
$4.95M
LM
946
Lincluden Management
Ontario, Canada
$4.95M
GP
947
Guardian Partners
Canada
$4.93M
OAM
948
Ostrum Asset Management
France
$4.9M
SIG
949
Sky Investment Group
Connecticut
$4.9M
SBFM
950
S-Bank Fund Management
Finland
$4.86M