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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
RBA
1201
Richard Bernstein Advisors
New York
$2.78M
KCM
1202
Kempner Capital Management
Texas
$2.77M
BMCM
1203
Burns Matteson Capital Management
New York
$2.77M
SCM
1204
Schnieders Capital Management
California
$2.76M
ICP
1205
Interchange Capital Partners
Pennsylvania
$2.75M
IBOK
1206
Independence Bank of Kentucky
Kentucky
$2.74M
CAM
1207
Cidel Asset Management
Ontario, Canada
$2.73M
CRC
1208
Curi RMB Capital
Illinois
$2.73M
PCA
1209
Pallas Capital Advisors
Massachusetts
$2.73M
CT
1210
Caldwell Trust
Florida
$2.73M
GWM
1211
Geneos Wealth Management
Colorado
$2.73M
KF
1212
Krilogy Financial
Missouri
$2.73M
FFS
1213
Fischer Financial Services
Pennsylvania
$2.73M
SIC
1214
Shoker Investment Counsel
Ohio
$2.73M
NIM
1215
Nicollet Investment Management
Minnesota
$2.71M
QI
1216
Qtron Investments
Massachusetts
$2.71M
ECM
1217
English Capital Management
Michigan
$2.71M
RHIG
1218
R.H. Investment Group
Arizona
$2.69M
NFSG
1219
Newbridge Financial Services Group
Florida
$2.68M
CCAM
1220
Cascades Capital Asset Management
North Carolina
$2.67M
IB
1221
Intrust Bank
Kansas
$2.67M
CP
1222
Castleview Partners
Texas
$2.66M
CAM
1223
Carret Asset Management
New York
$2.64M
FDS
1224
First Dallas Securities
Texas
$2.64M
SIM
1225
Studio Investment Management
Illinois
$2.63M