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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
RA
1501
RiverPark Advisors
New York
$1.56M
KIA
1502
Knollwood Investment Advisory
Maryland
$1.56M
ST
1503
Sentinel Trust
Texas
$1.55M
CIAS
1504
CFS Investment Advisory Services
New Jersey
$1.55M
OC
1505
Oarsman Capital
Wisconsin
$1.55M
DFA
1506
Delta Financial Advisors
Louisiana
$1.55M
AGC
1507
Aspen Grove Capital
Colorado
$1.54M
NWMG
1508
Nicholson Wealth Management Group
South Carolina
$1.54M
CCM
1509
Cox Capital Management
Massachusetts
$1.54M
FP
1510
Financial Perspectives
Minnesota
$1.53M
AF
1511
Apexium Financial
Texas
$1.53M
SWP
1512
Strategic Wealth Partners
Ohio
$1.53M
RSWM
1513
Robertson Stephens Wealth Management
California
$1.53M
ZIG
1514
Zuckerman Investment Group
Illinois
$1.53M
DAM
1515
Deltec Asset Management
New York
$1.53M
GS
1516
GTS Securities
New York
$1.53M
AA
1517
Armis Advisers
Georgia
$1.52M
CIA
1518
Cladis Investment Advisory
Montana
$1.52M
FI
1519
Finivi Inc
Massachusetts
$1.52M
ZBNA
1520
Zions Bancorporation, National Association
Utah
$1.52M
MFS
1521
Monetta Financial Services
Illinois
$1.52M
JIM
1522
Jensen Investment Management
Oregon
$1.51M
RIA
1523
Regal Investment Advisors
Michigan
$1.51M
DWAM
1524
Duncan Williams Asset Management
Tennessee
$1.51M
OL
1525
Optas LLC
Texas
$1.5M