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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
NICM
1051
Neo Ivy Capital Management
New York
$3.75M
LAM
1052
Lountzis Asset Management
Pennsylvania
$3.75M
HSA
1053
HBK Sorce Advisory
Pennsylvania
$3.73M
CP
1054
CenterBook Partners
Connecticut
$3.72M
MSAM
1055
Moloney Securities Asset Management
Missouri
$3.72M
CHC
1056
City Holding Co
West Virginia
$3.71M
AF
1057
Advisornet Financial
Minnesota
$3.71M
SRC
1058
Shufro Rose & Co
New York
$3.71M
PWS
1059
Peloton Wealth Strategists
Indiana
$3.71M
PL
1060
Perpetual Ltd
Australia
$3.7M
CBT
1061
Central Bank & Trust
Kentucky
$3.7M
BSC
1062
Brown Shipley & Co
United Kingdom
$3.7M
LA
1063
LexAurum Advisors
Kansas
$3.68M
ZI
1064
ZEGA Investments
Florida
$3.68M
ECM
1065
Elgethun Capital Management
South Dakota
$3.67M
FNB
1066
Farmers National Bank
Kentucky
$3.66M
VVP
1067
Venture Visionary Partners
Ohio
$3.66M
TAM
1068
Trust Asset Management
Texas
$3.66M
Verition Fund Management
1069
Verition Fund Management
Connecticut
$3.66M
Koshinski Asset Management
1070
Koshinski Asset Management
Illinois
$3.64M
BHA
1071
Beech Hill Advisors
New York
$3.62M
IWM
1072
IHT Wealth Management
Illinois
$3.61M
JIP
1073
Jaffetilchin Investment Partners
Florida
$3.59M
WBWA
1074
William B. Walkup & Associates
South Carolina
$3.59M
LCM
1075
LRT Capital Management
Texas
$3.57M