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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
FP
1501
Financial Perspectives
Minnesota
$1.53M
AF
1502
Apexium Financial
Texas
$1.53M
SWP
1503
Strategic Wealth Partners
Ohio
$1.53M
RSWM
1504
Robertson Stephens Wealth Management
California
$1.53M
ZIG
1505
Zuckerman Investment Group
Illinois
$1.53M
DAM
1506
Deltec Asset Management
New York
$1.53M
GS
1507
GTS Securities
New York
$1.53M
AA
1508
Armis Advisers
Georgia
$1.52M
CIA
1509
Cladis Investment Advisory
Montana
$1.52M
ZBNA
1510
Zions Bancorporation, National Association
Utah
$1.52M
MFS
1511
Monetta Financial Services
Illinois
$1.52M
JIM
1512
Jensen Investment Management
Oregon
$1.51M
RIA
1513
Regal Investment Advisors
Michigan
$1.51M
DWAM
1514
Duncan Williams Asset Management
Tennessee
$1.51M
OL
1515
Optas LLC
Texas
$1.5M
BA
1516
Bridgewater Advisors
New York
$1.49M
PFA
1517
Professional Financial Advisors
Nebraska
$1.49M
SP
1518
SWS Partners
Ohio
$1.49M
SFS
1519
Strategic Financial Services
New York
$1.49M
Financial Engines Advisors
1520
Financial Engines Advisors
California
$1.49M
CFG
1521
Cooper Financial Group
California
$1.49M
FFG
1522
Frisch Financial Group
New York
$1.49M
RCM
1523
Requisite Capital Management
Texas
$1.49M
CCM
1524
Courage Capital Management
Tennessee
$1.49M
SACTSONJ
1525
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.48M