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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
SDWIA
951
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.83M
NB
952
NBT Bank
New York
$4.82M
SWK
953
Stephen W. Kidder
$4.81M
ACM
954
Aljian Capital Management
Nevada
$4.81M
PA
955
PFG Advisors
Arizona
$4.81M
BCM
956
Bayesian Capital Management
New York
$4.8M
FAM
957
Fred Alger Management
New York
$4.8M
AIM
958
Acropolis Investment Management
Missouri
$4.8M
DAS
959
Dynamic Advisor Solutions
Arizona
$4.78M
VC
960
Vestor Capital
Illinois
$4.72M
AO
961
Allen Operations
New York
$4.71M
SF
962
Symphony Financial
Texas
$4.7M
PI
963
PFG Investments
New York
$4.69M
PCM
964
Palouse Capital Management
Washington
$4.68M
SAM
965
Sectoral Asset Management
Quebec, Canada
$4.68M
CHAM
966
Clear Harbor Asset Management
Connecticut
$4.68M
CBTWT
967
Community Bank & Trust (Waco, Texas)
Texas
$4.67M
VAS
968
Vestmark Advisory Solutions
Massachusetts
$4.66M
LIM
969
Leavell Investment Management
Alabama
$4.65M
WBC
970
West Branch Capital
Massachusetts
$4.64M
Luther King Capital Management (LKCM)
971
Luther King Capital Management (LKCM)
Texas
$4.59M
SIC
972
Sigma Investment Counselors
Michigan
$4.59M
PCTC
973
Perkins Coie Trust Company
Washington
$4.58M
FRA
974
Frank Rimerman Advisors
California
$4.58M
MWM
975
Modera Wealth Management
New Jersey
$4.57M