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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
BB
1626
Bell Bank
North Dakota
$1.24M
TWP
1627
Triad Wealth Partners
Kansas
$1.24M
TSS
1628
Two Sigma Securities
New York
$1.24M
RC
1629
Rovin Capital
Arizona
$1.24M
HBT
1630
Heartland Bank & Trust
Illinois
$1.24M
SVCP
1631
Silicon Valley Capital Partners
California
$1.24M
RWP
1632
Revolve Wealth Partners
New Jersey
$1.24M
ZIG
1633
Zullo Investment Group
Pennsylvania
$1.23M
RCA
1634
Resonant Capital Advisors
Wisconsin
$1.23M
MIA
1635
MainStreet Investment Advisors
Illinois
$1.22M
SWP
1636
Semus Wealth Partners
Florida
$1.22M
LFA
1637
Legacy Financial Advisors
Kentucky
$1.22M
SJIM
1638
St. Johns Investment Management
Florida
$1.22M
UAML
1639
US Asset Management LLC
Pennsylvania
$1.21M
PPWP
1640
Premier Path Wealth Partners
New Jersey
$1.21M
LSV Asset Management
1641
LSV Asset Management
Illinois
$1.21M
HA
1642
Herold Advisors
New York
$1.21M
CP
1643
Clarendon Private
Massachusetts
$1.21M
LIP
1644
Lighthouse Investment Partners
Florida
$1.21M
QC
1645
Quent Capital
New York
$1.21M
JWWM
1646
Johnson & White Wealth Management
Pennsylvania
$1.21M
EIP
1647
Ellis Investment Partners
Pennsylvania
$1.2M
GCM
1648
Generation Capital Management
New York
$1.2M
EIP
1649
Easterly Investment Partners
Massachusetts
$1.2M
EI
1650
Ellevest Inc
New York
$1.2M