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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
MA
1551
MONECO Advisors
Connecticut
$1.43M
SB
1552
Strategic Blueprint
Georgia
$1.42M
LAM
1553
Lewis Asset Management
California
$1.42M
CFGW
1554
Chancellor Financial Group WB
Pennsylvania
$1.41M
ST
1555
Smithfield Trust
Pennsylvania
$1.41M
OFS
1556
OneAscent Financial Services
Alabama
$1.4M
FCFC
1557
First Commonwealth Financial Corp
Pennsylvania
$1.4M
VCAM
1558
Van Cleef Asset Management
Ohio
$1.4M
BWP
1559
BlueStem Wealth Partners
Minnesota
$1.4M
AF
1560
Arrow Financial
New York
$1.39M
RZH
1561
Relyea Zuckerberg Hanson
Connecticut
$1.39M
LKIM
1562
Lawson Kroeker Investment Management
Nebraska
$1.39M
PWM
1563
Palumbo Wealth Management
New York
$1.39M
FWM
1564
Forefront Wealth Management
Pennsylvania
$1.38M
AWM
1565
Ameliora Wealth Management
Switzerland
$1.38M
ACM
1566
Ariose Capital Management
Hong Kong
$1.38M
CCM
1567
Chilton Capital Management
Texas
$1.38M
VFA
1568
Voya Financial Advisors
Connecticut
$1.38M
CPCM
1569
Cardinal Point Capital Management
Ontario, Canada
$1.37M
SW
1570
Solidarity Wealth
Utah
$1.37M
BHB
1571
Bank Hapoalim BM
Israel
$1.37M
LI
1572
LMCG Investments
Massachusetts
$1.37M
ORAM
1573
One River Asset Management
Connecticut
$1.36M
NG
1574
Norden Group
Utah
$1.35M
CUAMC
1575
China Universal Asset Management Company
China
$1.35M