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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
BA
1526
Bridgewater Advisors
New York
$1.49M
PFA
1527
Professional Financial Advisors
Nebraska
$1.49M
SP
1528
SWS Partners
Ohio
$1.49M
SFS
1529
Strategic Financial Services
New York
$1.49M
Financial Engines Advisors
1530
Financial Engines Advisors
California
$1.49M
CFG
1531
Cooper Financial Group
California
$1.49M
FFG
1532
Frisch Financial Group
New York
$1.49M
RCM
1533
Requisite Capital Management
Texas
$1.49M
CCM
1534
Courage Capital Management
Tennessee
$1.49M
SACTSONJ
1535
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.48M
BAMCO Inc
1536
BAMCO Inc
New York
$1.48M
RIA
1537
Richwood Investment Advisors
Ohio
$1.48M
SIM
1538
Sterling Investment Management
Arizona
$1.48M
RT
1539
Rockland Trust
Massachusetts
$1.48M
MWC
1540
MBM Wealth Consultants
Missouri
$1.48M
OCM
1541
One Capital Management
California
$1.47M
FM
1542
Foster & Motley
Ohio
$1.47M
KHCM
1543
Kirtland Hills Capital Management
Ohio
$1.47M
CC
1544
Courier Capital
New York
$1.46M
JPWM
1545
Jamison Private Wealth Management
Georgia
$1.46M
EP
1546
EPIQ Partners
Minnesota
$1.46M
HI
1547
Humankind Investments
New York
$1.46M
NAS
1548
Nicolet Advisory Services
Wisconsin
$1.45M
CM
1549
CastleKnight Management
New York
$1.45M
FHC
1550
First Horizon Corporation
Tennessee
$1.45M