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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
BA
1176
Bristlecone Advisors
Washington
$2.9M
SC
1177
Syon Capital
California
$2.89M
KIC
1178
Kensington Investment Counsel
California
$2.89M
SIAG
1179
Signet Investment Advisory Group
Rhode Island
$2.88M
VFG
1180
V2 Financial group
Illinois
$2.88M
DC
1181
DeDora Capital
California
$2.88M
CWAG
1182
Compton Wealth Advisory Group
Virginia
$2.88M
FLI
1183
Family Legacy Inc
South Carolina
$2.88M
GAA
1184
Global Assets Advisory
Florida
$2.87M
P
1185
Pitcairn
Pennsylvania
$2.87M
SMA
1186
Sage Mountain Advisors
Georgia
$2.86M
GI
1187
GS Investments
Minnesota
$2.86M
HIC
1188
Holderness Investments Company
North Carolina
$2.85M
PT
1189
Plimoth Trust
Massachusetts
$2.85M
AFCM
1190
Applied Finance Capital Management
Puerto Rico
$2.83M
HCM
1191
Hillman Capital Management
Maryland
$2.82M
EWM
1192
Empirical Wealth Management
Washington
$2.82M
TAA
1193
TB Alternative Assets
Cayman Islands
$2.82M
KA
1194
Kintegral Advisory
New York
$2.81M
CIP
1195
Capital Insight Partners
Arizona
$2.81M
USWG
1196
U.S. Wealth Group
New York
$2.8M
PFA
1197
Pathway Financial Advisers
Indiana
$2.8M
ADL
1198
Asset Dedication LLC
California
$2.79M
RBA
1199
Richard Bernstein Advisors
New York
$2.78M
KCM
1200
Kempner Capital Management
Texas
$2.77M