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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
GS
1251
GWN Securities
Florida
$2.56M
PWMAG
1252
Pinnacle Wealth Management Advisory Group
New Jersey
$2.55M
TFIPS
1253
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.55M
BTI
1254
Blue Trust Inc
Georgia
$2.54M
NCM
1255
Narwhal Capital Management
Georgia
$2.54M
V
1256
ViaWealth
Kansas
$2.53M
TAIM
1257
Te Ahumairangi Investment Management
New Zealand
$2.52M
SQA
1258
Simon Quick Advisors
New Jersey
$2.51M
CA
1259
CWC Advisors
Oregon
$2.51M
JC
1260
JB Capital
Connecticut
$2.51M
ICM
1261
IMS Capital Management
Oregon
$2.51M
OC
1262
Oakworth Capital
Alabama
$2.51M
CI
1263
CX Institutional
Indiana
$2.49M
CCMG
1264
Clark Capital Management Group
Pennsylvania
$2.49M
OIA
1265
Optimum Investment Advisors
Illinois
$2.48M
MMPW
1266
Mitchell McLeod Pugh & Williams
Alabama
$2.48M
FCM
1267
Fairbanks Capital Management
California
$2.47M
CFCI
1268
Comprehensive Financial Consultants Institutional
Indiana
$2.47M
SAW
1269
Signal Advisors Wealth
Michigan
$2.47M
SCM
1270
Stevens Capital Management
Pennsylvania
$2.47M
AIM
1271
AHL Investment Management
Florida
$2.47M
LOAMU
1272
Lombard Odier Asset Management (USA)
New York
$2.46M
FI
1273
Fosun International
China
$2.46M
RMAM
1274
Raab & Moskowitz Asset Management
New Jersey
$2.44M
JCM
1275
Jacobi Capital Management
Pennsylvania
$2.43M