UNH icon

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
JSW
1376
Journey Strategic Wealth
New Jersey
$1.95M
SWA
1377
Stratos Wealth Advisors
Ohio
$1.94M
SIC
1378
Samalin Investment Counsel
New York
$1.94M
CMAI
1379
Capital Management Associates Inc
Minnesota
$1.94M
EWM
1380
Elmwood Wealth Management
California
$1.94M
IC
1381
Inscription Capital
Texas
$1.93M
KIM
1382
Kestra Investment Management
Texas
$1.93M
TP
1383
Tranquility Partners
Tennessee
$1.92M
RMDI
1384
R.M. Davis Inc
Maine
$1.92M
HNW
1385
High Note Wealth
Minnesota
$1.91M
MTC
1386
Matrix Trust Company
Colorado
$1.91M
LCM
1387
Lazari Capital Management
California
$1.91M
TSWM
1388
Triangle Securities Wealth Management
North Carolina
$1.9M
MCM
1389
Manchester Capital Management
Vermont
$1.9M
FNBOO
1390
First National Bank of Omaha
Nebraska
$1.9M
AC
1391
Avestar Capital
New York
$1.9M
MYIA
1392
Mount Yale Investment Advisors
Colorado
$1.89M
PHS
1393
Pekin Hardy Strauss
Illinois
$1.88M
TCOT
1394
Trust Company of Toledo
Ohio
$1.87M
LAM
1395
LOM Asset Management
$1.87M
RGC
1396
Roberts, Glore & Co
Illinois
$1.87M
NCM
1397
Northside Capital Management
Oregon
$1.87M
LIM
1398
Longfellow Investment Management
Massachusetts
$1.87M
EPIMS
1399
Evelyn Partners Investment Management Services
$1.87M
NW
1400
Naviter Wealth
Arkansas
$1.87M