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UnitedHealth

3,122 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 333 funds opening new positions, 1,255 increasing their positions, 1,308 reducing their positions, and 298 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: 3,1533,122 (-31)

4% less repeat investments, than reductions

Existing positions increased: 1,255 | Existing positions reduced: 1,308

4.25% less ownership

Funds ownership: 85.14%80.88% (-4.3%)

Holders
3,122
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
FFG
1526
Frisch Financial Group
New York
$1.49M
RCM
1527
Requisite Capital Management
Texas
$1.49M
CCM
1528
Courage Capital Management
Tennessee
$1.49M
SACTSONJ
1529
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.48M
BAMCO Inc
1530
BAMCO Inc
New York
$1.48M
RIA
1531
Richwood Investment Advisors
Ohio
$1.48M
SIM
1532
Sterling Investment Management
Arizona
$1.48M
RT
1533
Rockland Trust
Massachusetts
$1.48M
MWC
1534
MBM Wealth Consultants
Missouri
$1.48M
OCM
1535
One Capital Management
California
$1.47M
FM
1536
Foster & Motley
Ohio
$1.47M
KHCM
1537
Kirtland Hills Capital Management
Ohio
$1.47M
CC
1538
Courier Capital
New York
$1.46M
JPWM
1539
Jamison Private Wealth Management
Georgia
$1.46M
EP
1540
EPIQ Partners
Minnesota
$1.46M
HI
1541
Humankind Investments
New York
$1.46M
NAS
1542
Nicolet Advisory Services
Wisconsin
$1.45M
CM
1543
CastleKnight Management
New York
$1.45M
FHC
1544
First Horizon Corporation
Tennessee
$1.45M
UHC
1545
Union Heritage Capital
Michigan
$1.44M
SFWA
1546
Summit Financial Wealth Advisors
Louisiana
$1.44M
PG
1547
Patten Group
Tennessee
$1.44M
MIA
1548
MeadowBrook Investment Advisors
Michigan
$1.43M
WPC
1549
White Pine Capital
Minnesota
$1.43M
CCM
1550
Chiron Capital Management
Florida
$1.43M