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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
IB
1226
Intrust Bank
Kansas
$2.67M
CP
1227
Castleview Partners
Texas
$2.66M
CAM
1228
Carret Asset Management
New York
$2.64M
FDS
1229
First Dallas Securities
Texas
$2.64M
SIM
1230
Studio Investment Management
Illinois
$2.63M
PDL
1231
Portfolio Design Labs
California
$2.63M
FFS
1232
Flavin Financial Services
Florida
$2.63M
BCM
1233
Becker Capital Management
Oregon
$2.62M
BDFN
1234
Bond & Devick Financial Network
Minnesota
$2.61M
CF
1235
Centaurus Financial
California
$2.61M
TPCW
1236
TD Private Client Wealth
New York
$2.6M
UIA
1237
Ulland Investment Advisors
Minnesota
$2.6M
DRD
1238
Dennis R. Delaney
$2.6M
SAM
1239
Smartleaf Asset Management
Massachusetts
$2.6M
HCM
1240
Howard Capital Management
Georgia
$2.6M
SJL
1241
Shayne & Jacobs LLC
Tennessee
$2.59M
BOC
1242
Barbara Oil Co
Illinois
$2.59M
MLFP
1243
MPS Loria Financial Planners
Illinois
$2.59M
FFG
1244
Floyd Financial Group
Missouri
$2.58M
PWAM
1245
Pinnacle West Asset Management
Wyoming
$2.58M
WWM
1246
WT Wealth Management
Arizona
$2.57M
VNA
1247
Valley National Advisers
Pennsylvania
$2.57M
PFW
1248
Petros Family Wealth
Minnesota
$2.57M
EFMC
1249
Empire Financial Management Company
New York
$2.56M
MMG
1250
Monetary Management Group
Missouri
$2.56M