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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
BAMCO Inc
1526
BAMCO Inc
New York
$1.48M
RIA
1527
Richwood Investment Advisors
Ohio
$1.48M
SIM
1528
Sterling Investment Management
Arizona
$1.48M
RT
1529
Rockland Trust
Massachusetts
$1.48M
MWC
1530
MBM Wealth Consultants
Missouri
$1.48M
OCM
1531
One Capital Management
California
$1.47M
FM
1532
Foster & Motley
Ohio
$1.47M
KHCM
1533
Kirtland Hills Capital Management
Ohio
$1.47M
CC
1534
Courier Capital
New York
$1.46M
JPWM
1535
Jamison Private Wealth Management
Georgia
$1.46M
EP
1536
EPIQ Partners
Minnesota
$1.46M
HI
1537
Humankind Investments
New York
$1.46M
NAS
1538
Nicolet Advisory Services
Wisconsin
$1.45M
CM
1539
CastleKnight Management
New York
$1.45M
FHC
1540
First Horizon Corporation
Tennessee
$1.45M
UHC
1541
Union Heritage Capital
Michigan
$1.44M
SFWA
1542
Summit Financial Wealth Advisors
Louisiana
$1.44M
PG
1543
Patten Group
Tennessee
$1.44M
MIA
1544
MeadowBrook Investment Advisors
Michigan
$1.43M
WPC
1545
White Pine Capital
Minnesota
$1.43M
CCM
1546
Chiron Capital Management
Florida
$1.43M
MA
1547
MONECO Advisors
Connecticut
$1.43M
SB
1548
Strategic Blueprint
Georgia
$1.42M
LAM
1549
Lewis Asset Management
California
$1.42M
CFGW
1550
Chancellor Financial Group WB
Pennsylvania
$1.41M