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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
CPC
1676
Congress Park Capital
New York
$1.17M
MCA
1677
MSH Capital Advisors
Arizona
$1.16M
PCM
1678
Parsons Capital Management
Rhode Island
$1.16M
NIWA
1679
New Insight Wealth Advisors
California
$1.15M
CRI
1680
Colonial River Investments
Virginia
$1.15M
AWP
1681
Ascent Wealth Partners
New York
$1.15M
BIG
1682
Brookwood Investment Group
Arizona
$1.15M
CPR
1683
CSU Producer Resources
Ohio
$1.14M
VI
1684
Versor Investments
New York
$1.14M
DE
1685
Diversified Enterprises
Delaware
$1.14M
NP
1686
Nilsine Partners
Colorado
$1.14M
EB
1687
Emprise Bank
Kansas
$1.14M
GBT
1688
Grove Bank & Trust
Florida
$1.13M
PW
1689
Paladin Wealth
Minnesota
$1.13M
AC
1690
Apella Capital
Connecticut
$1.13M
WI
1691
WBI Investments
New Jersey
$1.13M
IFWM
1692
Institute for Wealth Management
Colorado
$1.13M
ILI
1693
Invesco LLC (Illinois)
Illinois
$1.13M
FFP
1694
FourThought Financial Partners
Florida
$1.12M
BIM
1695
Baldwin Investment Management
Pennsylvania
$1.12M
FMLI
1696
Fukoku Mutual Life Insurance
Japan
$1.12M
EFA
1697
Evernest Financial Advisors
Indiana
$1.12M
CA
1698
Cache Advisors
California
$1.12M
WF
1699
Welch & Forbes
Massachusetts
$1.11M
AP
1700
Advisors Preferred
Maryland
$1.11M