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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
ST
1551
Smithfield Trust
Pennsylvania
$1.41M
OFS
1552
OneAscent Financial Services
Alabama
$1.4M
FCFC
1553
First Commonwealth Financial Corp
Pennsylvania
$1.4M
VCAM
1554
Van Cleef Asset Management
Ohio
$1.4M
BWP
1555
BlueStem Wealth Partners
Minnesota
$1.4M
AF
1556
Arrow Financial
New York
$1.39M
RZH
1557
Relyea Zuckerberg Hanson
Connecticut
$1.39M
LKIM
1558
Lawson Kroeker Investment Management
Nebraska
$1.39M
PWM
1559
Palumbo Wealth Management
New York
$1.39M
FWM
1560
Forefront Wealth Management
Pennsylvania
$1.38M
AWM
1561
Ameliora Wealth Management
Switzerland
$1.38M
ACM
1562
Ariose Capital Management
Hong Kong
$1.38M
CCM
1563
Chilton Capital Management
Texas
$1.38M
VFA
1564
Voya Financial Advisors
Connecticut
$1.38M
CPCM
1565
Cardinal Point Capital Management
Ontario, Canada
$1.37M
SW
1566
Solidarity Wealth
Utah
$1.37M
BHB
1567
Bank Hapoalim BM
Israel
$1.37M
LI
1568
LMCG Investments
Massachusetts
$1.37M
ORAM
1569
One River Asset Management
Connecticut
$1.36M
NG
1570
Norden Group
Utah
$1.35M
CUAMC
1571
China Universal Asset Management Company
China
$1.35M
EFG
1572
Everhart Financial Group
Ohio
$1.35M
IIA
1573
ICW Investment Advisors
Arizona
$1.35M
CWM
1574
Chesapeake Wealth Management
Virginia
$1.35M
KCM
1575
Kanawha Capital Management
Virginia
$1.34M