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UnitedHealth

3,108 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 334 funds opening new positions, 1,250 increasing their positions, 1,301 reducing their positions, and 295 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: $ → $

4% less repeat investments, than reductions

Existing positions increased: 1,250 | Existing positions reduced: 1,301

1% less funds holding

Funds holding: 3,1473,108 (-39)

4.18% less ownership

Funds ownership: 85.04%80.86% (-4.2%)

Holders
3,108
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
ELI
1026
Empire Life Investments
Ontario, Canada
$4M
WI
1027
Westbourne Investments
Virginia
$3.98M
BONST
1028
Bank of Nova Scotia Trust
Ontario, Canada
$3.98M
CWMK
1029
Caliber Wealth Management (Kansas)
Kansas
$3.97M
BFM
1030
Boothbay Fund Management
New York
$3.95M
CSP
1031
Cary Street Partners
Virginia
$3.88M
RIL
1032
Rothschild Investment LLC
Illinois
$3.86M
MSFP
1033
Mark Sheptoff Financial Planning
Connecticut
$3.86M
GT
1034
Glenview Trust
Kentucky
$3.86M
CT
1035
Colonial Trust
South Carolina
$3.84M
WP
1036
WealthShield Partners
North Carolina
$3.83M
EB
1037
Eastern Bank
Massachusetts
$3.83M
TAM
1038
Titleist Asset Management
Texas
$3.81M
FIB
1039
First Interstate Bank
Montana
$3.8M
PCM
1040
Pinnbrook Capital Management
New York
$3.79M
WJWM
1041
Williams Jones Wealth Management
New York
$3.78M
WPP
1042
Whalerock Point Partners
Rhode Island
$3.78M
NRS
1043
Neville Rodie & Shaw
New York
$3.77M
ALAM
1044
Asahi Life Asset Management
Japan
$3.76M
NICM
1045
Neo Ivy Capital Management
New York
$3.75M
LAM
1046
Lountzis Asset Management
Pennsylvania
$3.75M
HSA
1047
HBK Sorce Advisory
Pennsylvania
$3.73M
CP
1048
CenterBook Partners
Connecticut
$3.72M
MSAM
1049
Moloney Securities Asset Management
Missouri
$3.72M
CHC
1050
City Holding Co
West Virginia
$3.71M