UNH icon

UnitedHealth

3,109 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, 1,302 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: 1,302

1% less funds holding

Funds holding: 3,1473,109 (-38)

4.18% less ownership

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

Holders
3,109
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
AF
1051
Advisornet Financial
Minnesota
$3.71M
SRC
1052
Shufro Rose & Co
New York
$3.71M
PWS
1053
Peloton Wealth Strategists
Indiana
$3.71M
PL
1054
Perpetual Ltd
Australia
$3.7M
CBT
1055
Central Bank & Trust
Kentucky
$3.7M
BSC
1056
Brown Shipley & Co
United Kingdom
$3.7M
LA
1057
LexAurum Advisors
Kansas
$3.68M
ZI
1058
ZEGA Investments
Florida
$3.68M
ECM
1059
Elgethun Capital Management
South Dakota
$3.67M
FNB
1060
Farmers National Bank
Kentucky
$3.66M
VVP
1061
Venture Visionary Partners
Ohio
$3.66M
TAM
1062
Trust Asset Management
Texas
$3.66M
Verition Fund Management
1063
Verition Fund Management
Connecticut
$3.66M
Koshinski Asset Management
1064
Koshinski Asset Management
Illinois
$3.64M
BHA
1065
Beech Hill Advisors
New York
$3.62M
IWM
1066
IHT Wealth Management
Illinois
$3.61M
JIP
1067
Jaffetilchin Investment Partners
Florida
$3.59M
WBWA
1068
William B. Walkup & Associates
South Carolina
$3.59M
LCM
1069
LRT Capital Management
Texas
$3.57M
AWM
1070
Avior Wealth Management
Nebraska
$3.57M
AI
1071
Accredited Investors
Minnesota
$3.57M
SFG
1072
SevenBridge Financial Group
Pennsylvania
$3.56M
HCA
1073
Harbour Capital Advisors
Virginia
$3.56M
RGF
1074
Retirement Guys Formula
Ohio
$3.55M
HCMT
1075
Highland Capital Management (Tennessee)
Tennessee
$3.55M