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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
VI
1676
Versor Investments
New York
$1.14M
DE
1677
Diversified Enterprises
Delaware
$1.14M
NP
1678
Nilsine Partners
Colorado
$1.14M
EB
1679
Emprise Bank
Kansas
$1.14M
GBT
1680
Grove Bank & Trust
Florida
$1.13M
PW
1681
Paladin Wealth
Minnesota
$1.13M
AC
1682
Apella Capital
Connecticut
$1.13M
WI
1683
WBI Investments
New Jersey
$1.13M
IFWM
1684
Institute for Wealth Management
Colorado
$1.13M
ILI
1685
Invesco LLC (Illinois)
Illinois
$1.13M
FFP
1686
FourThought Financial Partners
Florida
$1.12M
BIM
1687
Baldwin Investment Management
Pennsylvania
$1.12M
FMLI
1688
Fukoku Mutual Life Insurance
Japan
$1.12M
EFA
1689
Evernest Financial Advisors
Indiana
$1.12M
CA
1690
Cache Advisors
California
$1.12M
WF
1691
Welch & Forbes
Massachusetts
$1.11M
AP
1692
Advisors Preferred
Maryland
$1.11M
GCS
1693
Gordian Capital (Singapore)
Singapore
$1.1M
SRL
1694
Scientech Research LLC
New Jersey
$1.1M
TPWM
1695
Twelve Points Wealth Management
Massachusetts
$1.1M
CANC
1696
Culbertson A N & Co
Virginia
$1.1M
WA
1697
Wealth Alliance
New York
$1.09M
PPC
1698
Pennington Partners & Co
Maryland
$1.09M
WI
1699
WrapManager Inc
California
$1.09M
BWAM
1700
Boyd Watterson Asset Management
Ohio
$1.09M