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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
EA
1101
Eclectic Associates
California
$3.35M
BHPW
1102
Beverly Hills Private Wealth
California
$3.35M
PCM
1103
Penserra Capital Management
California
$3.35M
JHCP
1104
Jackson Hole Capital Partners
Oklahoma
$3.34M
AIM
1105
AMI Investment Management
Indiana
$3.33M
FCP
1106
Fidelis Capital Partners
Florida
$3.33M
CIC
1107
Chilton Investment Company
Connecticut
$3.32M
CPIG
1108
Chicago Partners Investment Group
Illinois
$3.31M
JF
1109
Jump Financial
Illinois
$3.31M
PPW
1110
PACK Private Wealth
Minnesota
$3.3M
CIAS
1111
Capital Investment Advisory Services
North Carolina
$3.3M
NSEDCP
1112
NJ State Employees Deferred Compensation Plan
New Jersey
$3.28M
MPWT
1113
MassMutual Private Wealth & Trust
Connecticut
$3.28M
TA
1114
TKG Advisors
Indiana
$3.28M
SW
1115
Simplicity Wealth
New Jersey
$3.26M
BWM
1116
BigSur Wealth Management
Florida
$3.26M
CCM
1117
Chickasaw Capital Management
Tennessee
$3.25M
TPA
1118
Trivium Point Advisory
Connecticut
$3.25M
ECM
1119
Estabrook Capital Management
New York
$3.25M
IC
1120
Immersion Capital
United Kingdom
$3.25M
1IA
1121
1834 Investment Advisors
Wisconsin
$3.23M
WIC
1122
Woodmont Investment Counsel
Tennessee
$3.23M
MCCP
1123
Mission Creek Capital Partners
California
$3.23M
MIM
1124
Meridiem Investment Management
United Kingdom
$3.22M
SWGC
1125
Summit Wealth Group (Colorado)
Colorado
$3.22M