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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
V
1251
ViaWealth
Kansas
$2.53M
TAIM
1252
Te Ahumairangi Investment Management
New Zealand
$2.52M
SQA
1253
Simon Quick Advisors
New Jersey
$2.51M
CA
1254
CWC Advisors
Oregon
$2.51M
JC
1255
JB Capital
Connecticut
$2.51M
ICM
1256
IMS Capital Management
Oregon
$2.51M
OC
1257
Oakworth Capital
Alabama
$2.51M
CI
1258
CX Institutional
Indiana
$2.49M
CCMG
1259
Clark Capital Management Group
Pennsylvania
$2.49M
OIA
1260
Optimum Investment Advisors
Illinois
$2.48M
MMPW
1261
Mitchell McLeod Pugh & Williams
Alabama
$2.48M
FCM
1262
Fairbanks Capital Management
California
$2.47M
CFCI
1263
Comprehensive Financial Consultants Institutional
Indiana
$2.47M
SAW
1264
Signal Advisors Wealth
Michigan
$2.47M
SCM
1265
Stevens Capital Management
Pennsylvania
$2.47M
AIM
1266
AHL Investment Management
Florida
$2.47M
LOAMU
1267
Lombard Odier Asset Management (USA)
New York
$2.46M
FI
1268
Fosun International
China
$2.46M
RMAM
1269
Raab & Moskowitz Asset Management
New Jersey
$2.44M
JCM
1270
Jacobi Capital Management
Pennsylvania
$2.43M
FFM
1271
Forum Financial Management
Illinois
$2.43M
CWIG
1272
Chung Wu Investment Group
Texas
$2.42M
DCM
1273
Delta Capital Management
New Jersey
$2.4M
GSB
1274
Greenfield Savings Bank
Massachusetts
$2.4M
PPA
1275
Pacific Point Advisors
California
$2.4M