UNH icon

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
BMCM
1201
Burns Matteson Capital Management
New York
$2.77M
SCM
1202
Schnieders Capital Management
California
$2.76M
ICP
1203
Interchange Capital Partners
Pennsylvania
$2.75M
IBOK
1204
Independence Bank of Kentucky
Kentucky
$2.74M
CAM
1205
Cidel Asset Management
Ontario, Canada
$2.73M
CRC
1206
Curi RMB Capital
Illinois
$2.73M
PCA
1207
Pallas Capital Advisors
Massachusetts
$2.73M
CT
1208
Caldwell Trust
Florida
$2.73M
GWM
1209
Geneos Wealth Management
Colorado
$2.73M
KF
1210
Krilogy Financial
Missouri
$2.73M
FFS
1211
Fischer Financial Services
Pennsylvania
$2.73M
SIC
1212
Shoker Investment Counsel
Ohio
$2.73M
NIM
1213
Nicollet Investment Management
Minnesota
$2.71M
QI
1214
Qtron Investments
Massachusetts
$2.71M
ECM
1215
English Capital Management
Michigan
$2.71M
RHIG
1216
R.H. Investment Group
Arizona
$2.69M
NFSG
1217
Newbridge Financial Services Group
Florida
$2.68M
CCAM
1218
Cascades Capital Asset Management
North Carolina
$2.67M
IB
1219
Intrust Bank
Kansas
$2.67M
CP
1220
Castleview Partners
Texas
$2.66M
CAM
1221
Carret Asset Management
New York
$2.64M
FDS
1222
First Dallas Securities
Texas
$2.64M
SIM
1223
Studio Investment Management
Illinois
$2.63M
PDL
1224
Portfolio Design Labs
California
$2.63M
FFS
1225
Flavin Financial Services
Florida
$2.63M