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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
FMI
1026
F/M Investments
District of Columbia
$4.06M
GRP
1027
Global Retirement Partners
California
$4.05M
MMC
1028
Mizuho Markets Cayman
Cayman Islands
$4.05M
BIM
1029
Brentview Investment Management
Illinois
$4.03M
PA
1030
Procyon Advisors
Connecticut
$4.03M
WANY
1031
Wealthspire Advisors (New York)
New York
$4.01M
ELI
1032
Empire Life Investments
Ontario, Canada
$4M
WI
1033
Westbourne Investments
Virginia
$3.98M
BONST
1034
Bank of Nova Scotia Trust
Ontario, Canada
$3.98M
CWMK
1035
Caliber Wealth Management (Kansas)
Kansas
$3.97M
BFM
1036
Boothbay Fund Management
New York
$3.95M
CSP
1037
Cary Street Partners
Virginia
$3.88M
RIL
1038
Rothschild Investment LLC
Illinois
$3.86M
MSFP
1039
Mark Sheptoff Financial Planning
Connecticut
$3.86M
GT
1040
Glenview Trust
Kentucky
$3.86M
CT
1041
Colonial Trust
South Carolina
$3.84M
WP
1042
WealthShield Partners
North Carolina
$3.83M
EB
1043
Eastern Bank
Massachusetts
$3.83M
TAM
1044
Titleist Asset Management
Texas
$3.81M
FIB
1045
First Interstate Bank
Montana
$3.8M
PCM
1046
Pinnbrook Capital Management
New York
$3.79M
WJWM
1047
Williams Jones Wealth Management
New York
$3.78M
WPP
1048
Whalerock Point Partners
Rhode Island
$3.78M
NRS
1049
Neville Rodie & Shaw
New York
$3.77M
ALAM
1050
Asahi Life Asset Management
Japan
$3.76M