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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
SQA
1251
Simon Quick Advisors
New Jersey
$2.51M
CA
1252
CWC Advisors
Oregon
$2.51M
JC
1253
JB Capital
Connecticut
$2.51M
ICM
1254
IMS Capital Management
Oregon
$2.51M
OC
1255
Oakworth Capital
Alabama
$2.51M
CI
1256
CX Institutional
Indiana
$2.49M
CCMG
1257
Clark Capital Management Group
Pennsylvania
$2.49M
OIA
1258
Optimum Investment Advisors
Illinois
$2.48M
MMPW
1259
Mitchell McLeod Pugh & Williams
Alabama
$2.48M
FCM
1260
Fairbanks Capital Management
California
$2.47M
CFCI
1261
Comprehensive Financial Consultants Institutional
Indiana
$2.47M
SAW
1262
Signal Advisors Wealth
Michigan
$2.47M
SCM
1263
Stevens Capital Management
Pennsylvania
$2.47M
AIM
1264
AHL Investment Management
Florida
$2.47M
LOAMU
1265
Lombard Odier Asset Management (USA)
New York
$2.46M
FI
1266
Fosun International
China
$2.46M
RMAM
1267
Raab & Moskowitz Asset Management
New Jersey
$2.44M
JCM
1268
Jacobi Capital Management
Pennsylvania
$2.43M
FFM
1269
Forum Financial Management
Illinois
$2.43M
CWIG
1270
Chung Wu Investment Group
Texas
$2.42M
DCM
1271
Delta Capital Management
New Jersey
$2.4M
GSB
1272
Greenfield Savings Bank
Massachusetts
$2.4M
PPA
1273
Pacific Point Advisors
California
$2.4M
BA
1274
Bluesphere Advisors
Pennsylvania
$2.39M
SC
1275
Sepio Capital
Utah
$2.39M