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UnitedHealth

3,111 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, 1,252 increasing their positions, 1,304 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: 1,252 | Existing positions reduced: 1,304

1% less funds holding

Funds holding: 3,1493,111 (-38)

4.26% less ownership

Funds ownership: 85.12%80.87% (-4.3%)

Holders
3,111
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
PCA
1726
Prosperity Capital Advisors
Ohio
$1.02M
DIA
1727
Dean Investment Associates
Ohio
$1.01M
RMP
1728
Richards, Merrill & Peterson
Washington
$1.01M
CT
1729
Clearstead Trust
Maine
$1.01M
WCM
1730
Weaver Capital Management
Georgia
$1.01M
GI
1731
GAMCO Investors
Connecticut
$1.01M
WPA
1732
West Paces Advisors
Georgia
$1.01M
CV
1733
Counterweight Ventures
North Carolina
$1.01M
VFG
1734
Victory Financial Group
Texas
$1.01M
RCM
1735
Riverpark Capital Management
New York
$1.01M
GWM
1736
Gitterman Wealth Management
New Jersey
$1M
XT
1737
XTX Topco
Cayman Islands
$1M
PI
1738
Pettee Investors
Connecticut
$1M
KA
1739
KLCM Advisors
Wisconsin
$1M
SFC
1740
SYM Financial Corp
Indiana
$1M
DDC
1741
DF Dent & Co
Maryland
$1,000K
EWM
1742
EPG Wealth Management
Georgia
$996K
PWM
1743
Prentice Wealth Management
New York
$994K
CAM
1744
Columbia Asset Management
Michigan
$993K
TWM
1745
Trueblood Wealth Management
Ohio
$991K
MAC
1746
Mason & Associates (California)
California
$991K
WIA
1747
Westbourne Investment Advisors
Maryland
$990K
BFPW
1748
BOK Financial Private Wealth
Colorado
$988K
LGA
1749
Lebenthal Global Advisors
New York
$987K
CGL
1750
Clarius Group LLC
Washington
$986K