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UnitedHealth

3,110 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, 1,303 reducing their positions, and 296 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: 1,303

1% less funds holding

Funds holding: 3,1473,110 (-37)

4.18% less ownership

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

Holders
3,110
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
AFG
1151
Atomi Financial Group
New York
$3.04M
GW
1152
Griffith & Werner
Georgia
$3.04M
CAM
1153
Cypress Asset Management
Texas
$3.03M
Blackstone Inc
1154
Blackstone Inc
New York
$3.02M
EMB
1155
Elefante Mark B
$3.02M
CCWM
1156
Cassaday & Co Wealth Management
Virginia
$3.02M
SFFS
1157
Stonehage Fleming Financial Services
Jersey
$3.02M
EFS
1158
Essex Financial Services
Connecticut
$3.01M
IAS
1159
Insigneo Advisory Services
Florida
$3M
LSIA
1160
LaSalle St. Investment Advisors
Illinois
$3M
PCG
1161
Prosperity Consulting Group
Maryland
$2.98M
TCOV
1162
Trust Company of Vermont
Vermont
$2.98M
PCP
1163
Pacific Capital Partners
$2.98M
FGA
1164
Fortis Group Advisors
New Jersey
$2.98M
JIC
1165
Joel Isaacson & Co
New York
$2.96M
FB
1166
Fulton Bank
Pennsylvania
$2.96M
TBC
1167
Ted Buchan & Co
California
$2.95M
WWM
1168
Western Wealth Management
Colorado
$2.95M
SLI
1169
Sumitomo Life Insurance
Japan
$2.95M
MMA
1170
Miracle Mile Advisors
California
$2.94M
FFA
1171
Fragasso Financial Advisors
Pennsylvania
$2.93M
MW
1172
Maia Wealth
Colorado
$2.93M
PWM
1173
Perigon Wealth Management
California
$2.92M
FAM
1174
Fulcrum Asset Management
United Kingdom
$2.91M
BAM
1175
Berkshire Asset Management
Pennsylvania
$2.91M