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UnitedHealth

3,141 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 332 funds opening new positions, 1,268 increasing their positions, 1,316 reducing their positions, and 297 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: 3,1603,141 (-19)

4% less repeat investments, than reductions

Existing positions increased: 1,268 | Existing positions reduced: 1,316

4.24% less ownership

Funds ownership: 85.2%80.96% (-4.2%)

Holders
3,141
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 +$2.21B
2 +$1.04B
3 +$528M
4
SG Americas Securities
SG Americas Securities
New York
+$435M
5
Bessemer Group
Bessemer Group
New Jersey
+$333M

Top Sellers

1 -$2.33B
2 -$1.14B
3 -$941M
4
AL
Appaloosa LP
New Jersey
-$679M
5
ClearBridge Investments
ClearBridge Investments
New York
-$615M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1201
Capital Insight Partners
Arizona
$2.81M
USWG
1202
U.S. Wealth Group
New York
$2.8M
PFA
1203
Pathway Financial Advisers
Indiana
$2.8M
ADL
1204
Asset Dedication LLC
California
$2.79M
RBA
1205
Richard Bernstein Advisors
New York
$2.78M
KCM
1206
Kempner Capital Management
Texas
$2.77M
BMCM
1207
Burns Matteson Capital Management
New York
$2.77M
SCM
1208
Schnieders Capital Management
California
$2.76M
PAS
1209
Parsonex Advisory Services
Colorado
$2.75M
ICP
1210
Interchange Capital Partners
Pennsylvania
$2.75M
IBOK
1211
Independence Bank of Kentucky
Kentucky
$2.74M
CAM
1212
Cidel Asset Management
Ontario, Canada
$2.73M
CRC
1213
Curi RMB Capital
Illinois
$2.73M
PCA
1214
Pallas Capital Advisors
Massachusetts
$2.73M
CT
1215
Caldwell Trust
Florida
$2.73M
GWM
1216
Geneos Wealth Management
Colorado
$2.73M
KF
1217
Krilogy Financial
Missouri
$2.73M
FFS
1218
Fischer Financial Services
Pennsylvania
$2.73M
SIC
1219
Shoker Investment Counsel
Ohio
$2.73M
NIM
1220
Nicollet Investment Management
Minnesota
$2.71M
QI
1221
Qtron Investments
Massachusetts
$2.71M
ECM
1222
English Capital Management
Michigan
$2.71M
RHIG
1223
R.H. Investment Group
Arizona
$2.69M
NFSG
1224
Newbridge Financial Services Group
Florida
$2.68M
CCAM
1225
Cascades Capital Asset Management
North Carolina
$2.67M