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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
MSAM
1051
Moloney Securities Asset Management
Missouri
$3.72M
CHC
1052
City Holding Co
West Virginia
$3.71M
AF
1053
Advisornet Financial
Minnesota
$3.71M
SRC
1054
Shufro Rose & Co
New York
$3.71M
PWS
1055
Peloton Wealth Strategists
Indiana
$3.71M
PL
1056
Perpetual Ltd
Australia
$3.7M
CBT
1057
Central Bank & Trust
Kentucky
$3.7M
BSC
1058
Brown Shipley & Co
United Kingdom
$3.7M
LA
1059
LexAurum Advisors
Kansas
$3.68M
ZI
1060
ZEGA Investments
Florida
$3.68M
ECM
1061
Elgethun Capital Management
South Dakota
$3.67M
FNB
1062
Farmers National Bank
Kentucky
$3.66M
VVP
1063
Venture Visionary Partners
Ohio
$3.66M
TAM
1064
Trust Asset Management
Texas
$3.66M
Verition Fund Management
1065
Verition Fund Management
Connecticut
$3.66M
Koshinski Asset Management
1066
Koshinski Asset Management
Illinois
$3.64M
BHA
1067
Beech Hill Advisors
New York
$3.62M
IWM
1068
IHT Wealth Management
Illinois
$3.61M
JIP
1069
Jaffetilchin Investment Partners
Florida
$3.59M
WBWA
1070
William B. Walkup & Associates
South Carolina
$3.59M
LCM
1071
LRT Capital Management
Texas
$3.57M
AWM
1072
Avior Wealth Management
Nebraska
$3.57M
AI
1073
Accredited Investors
Minnesota
$3.57M
SFG
1074
SevenBridge Financial Group
Pennsylvania
$3.56M
HCA
1075
Harbour Capital Advisors
Virginia
$3.56M