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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
UHC
1551
Union Heritage Capital
Michigan
$1.44M
SFWA
1552
Summit Financial Wealth Advisors
Louisiana
$1.44M
PG
1553
Patten Group
Tennessee
$1.44M
MIA
1554
MeadowBrook Investment Advisors
Michigan
$1.43M
WPC
1555
White Pine Capital
Minnesota
$1.43M
CCM
1556
Chiron Capital Management
Florida
$1.43M
MA
1557
MONECO Advisors
Connecticut
$1.43M
SB
1558
Strategic Blueprint
Georgia
$1.42M
LAM
1559
Lewis Asset Management
California
$1.42M
CFGW
1560
Chancellor Financial Group WB
Pennsylvania
$1.41M
ST
1561
Smithfield Trust
Pennsylvania
$1.41M
OFS
1562
OneAscent Financial Services
Alabama
$1.4M
FCFC
1563
First Commonwealth Financial Corp
Pennsylvania
$1.4M
VCAM
1564
Van Cleef Asset Management
Ohio
$1.4M
BWP
1565
BlueStem Wealth Partners
Minnesota
$1.4M
AF
1566
Arrow Financial
New York
$1.39M
RZH
1567
Relyea Zuckerberg Hanson
Connecticut
$1.39M
LKIM
1568
Lawson Kroeker Investment Management
Nebraska
$1.39M
PWM
1569
Palumbo Wealth Management
New York
$1.39M
FWM
1570
Forefront Wealth Management
Pennsylvania
$1.38M
AWM
1571
Ameliora Wealth Management
Switzerland
$1.38M
ACM
1572
Ariose Capital Management
Hong Kong
$1.38M
CCM
1573
Chilton Capital Management
Texas
$1.38M
VFA
1574
Voya Financial Advisors
Connecticut
$1.38M
CPCM
1575
Cardinal Point Capital Management
Ontario, Canada
$1.37M