UNH icon

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
PA
1026
Procyon Advisors
Connecticut
$4.03M
WANY
1027
Wealthspire Advisors (New York)
New York
$4.01M
ELI
1028
Empire Life Investments
Ontario, Canada
$4M
WI
1029
Westbourne Investments
Virginia
$3.98M
BONST
1030
Bank of Nova Scotia Trust
Ontario, Canada
$3.98M
CWMK
1031
Caliber Wealth Management (Kansas)
Kansas
$3.97M
BFM
1032
Boothbay Fund Management
New York
$3.95M
CSP
1033
Cary Street Partners
Virginia
$3.88M
RIL
1034
Rothschild Investment LLC
Illinois
$3.86M
MSFP
1035
Mark Sheptoff Financial Planning
Connecticut
$3.86M
GT
1036
Glenview Trust
Kentucky
$3.86M
CT
1037
Colonial Trust
South Carolina
$3.84M
WP
1038
WealthShield Partners
North Carolina
$3.83M
EB
1039
Eastern Bank
Massachusetts
$3.83M
TAM
1040
Titleist Asset Management
Texas
$3.81M
FIB
1041
First Interstate Bank
Montana
$3.8M
PCM
1042
Pinnbrook Capital Management
New York
$3.79M
WJWM
1043
Williams Jones Wealth Management
New York
$3.78M
WPP
1044
Whalerock Point Partners
Rhode Island
$3.78M
NRS
1045
Neville Rodie & Shaw
New York
$3.77M
ALAM
1046
Asahi Life Asset Management
Japan
$3.76M
NICM
1047
Neo Ivy Capital Management
New York
$3.75M
LAM
1048
Lountzis Asset Management
Pennsylvania
$3.75M
HSA
1049
HBK Sorce Advisory
Pennsylvania
$3.73M
CP
1050
CenterBook Partners
Connecticut
$3.72M