UNH icon

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 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: $ → $

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
HBT
1626
Heartland Bank & Trust
Illinois
$1.24M
SVCP
1627
Silicon Valley Capital Partners
California
$1.24M
RWP
1628
Revolve Wealth Partners
New Jersey
$1.24M
ZIG
1629
Zullo Investment Group
Pennsylvania
$1.23M
RCA
1630
Resonant Capital Advisors
Wisconsin
$1.23M
MIA
1631
MainStreet Investment Advisors
Illinois
$1.22M
SWP
1632
Semus Wealth Partners
Florida
$1.22M
LFA
1633
Legacy Financial Advisors
Kentucky
$1.22M
SJIM
1634
St. Johns Investment Management
Florida
$1.22M
UAML
1635
US Asset Management LLC
Pennsylvania
$1.21M
PPWP
1636
Premier Path Wealth Partners
New Jersey
$1.21M
LSV Asset Management
1637
LSV Asset Management
Illinois
$1.21M
HA
1638
Herold Advisors
New York
$1.21M
CP
1639
Clarendon Private
Massachusetts
$1.21M
LIP
1640
Lighthouse Investment Partners
Florida
$1.21M
QC
1641
Quent Capital
New York
$1.21M
JWWM
1642
Johnson & White Wealth Management
Pennsylvania
$1.21M
EIP
1643
Ellis Investment Partners
Pennsylvania
$1.2M
GCM
1644
Generation Capital Management
New York
$1.2M
EIP
1645
Easterly Investment Partners
Massachusetts
$1.2M
EI
1646
Ellevest Inc
New York
$1.2M
TYCC
1647
Texas Yale Capital Corp
Florida
$1.2M
FG
1648
Fiduciary Group
Georgia
$1.19M
HWA
1649
HHM Wealth Advisors
Tennessee
$1.19M
TFA
1650
Transamerica Financial Advisors
Florida
$1.19M