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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
GMA
1101
Glassy Mountain Advisors
Maryland
$3.38M
CT
1102
Chicago Trust
Illinois
$3.36M
I
1103
INVST
Indiana
$3.36M
SIC
1104
Salem Investment Counselors
North Carolina
$3.36M
GSC
1105
G&S Capital
Colorado
$3.35M
EA
1106
Eclectic Associates
California
$3.35M
BHPW
1107
Beverly Hills Private Wealth
California
$3.35M
PCM
1108
Penserra Capital Management
California
$3.35M
JHCP
1109
Jackson Hole Capital Partners
Oklahoma
$3.34M
AIM
1110
AMI Investment Management
Indiana
$3.33M
FCP
1111
Fidelis Capital Partners
Florida
$3.33M
CIC
1112
Chilton Investment Company
Connecticut
$3.32M
CPIG
1113
Chicago Partners Investment Group
Illinois
$3.31M
JF
1114
Jump Financial
Illinois
$3.31M
PPW
1115
PACK Private Wealth
Minnesota
$3.3M
CIAS
1116
Capital Investment Advisory Services
North Carolina
$3.3M
NSEDCP
1117
NJ State Employees Deferred Compensation Plan
New Jersey
$3.28M
MPWT
1118
MassMutual Private Wealth & Trust
Connecticut
$3.28M
TA
1119
TKG Advisors
Indiana
$3.28M
SW
1120
Simplicity Wealth
New Jersey
$3.26M
BWM
1121
BigSur Wealth Management
Florida
$3.26M
CCM
1122
Chickasaw Capital Management
Tennessee
$3.25M
TPA
1123
Trivium Point Advisory
Connecticut
$3.25M
ECM
1124
Estabrook Capital Management
New York
$3.25M
IC
1125
Immersion Capital
United Kingdom
$3.25M