UNH icon

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

4.25% 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
FAM
1176
Fulcrum Asset Management
United Kingdom
$2.91M
BAM
1177
Berkshire Asset Management
Pennsylvania
$2.91M
BA
1178
Bristlecone Advisors
Washington
$2.9M
SC
1179
Syon Capital
California
$2.89M
KIC
1180
Kensington Investment Counsel
California
$2.89M
SIAG
1181
Signet Investment Advisory Group
Rhode Island
$2.88M
VFG
1182
V2 Financial group
Illinois
$2.88M
DC
1183
DeDora Capital
California
$2.88M
CWAG
1184
Compton Wealth Advisory Group
Virginia
$2.88M
FLI
1185
Family Legacy Inc
South Carolina
$2.88M
GAA
1186
Global Assets Advisory
Florida
$2.87M
P
1187
Pitcairn
Pennsylvania
$2.87M
SMA
1188
Sage Mountain Advisors
Georgia
$2.86M
GI
1189
GS Investments
Minnesota
$2.86M
HIC
1190
Holderness Investments Company
North Carolina
$2.85M
PT
1191
Plimoth Trust
Massachusetts
$2.85M
AFCM
1192
Applied Finance Capital Management
Puerto Rico
$2.83M
HCM
1193
Hillman Capital Management
Maryland
$2.82M
EWM
1194
Empirical Wealth Management
Washington
$2.82M
TAA
1195
TB Alternative Assets
Cayman Islands
$2.82M
KA
1196
Kintegral Advisory
New York
$2.81M
CIP
1197
Capital Insight Partners
Arizona
$2.81M
USWG
1198
U.S. Wealth Group
New York
$2.8M
PFA
1199
Pathway Financial Advisers
Indiana
$2.8M
ADL
1200
Asset Dedication LLC
California
$2.79M