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
CPA
1876
Cardiff Park Advisors
California
$810K
KWM
1877
KFG Wealth Management
Indiana
$809K
MA
1878
MCF Advisors
Kentucky
$807K
3IP
1879
3Chopt Investment Partners
Virginia
$807K
WWM
1880
Whalen Wealth Management
Nevada
$803K
OFO
1881
OneAscent Family Office
Alabama
$803K
CIM
1882
CIM Investment Management
Pennsylvania
$803K
CNBT
1883
Canandaigua National Bank & Trust
New York
$802K
TNA
1884
True North Advisors
Texas
$802K
BIA
1885
Bigelow Investment Advisors
Maine
$799K
FSC
1886
Full Sail Capital
Oklahoma
$799K
RCA
1887
Roberts Capital Advisors
Colorado
$799K
AIM
1888
Aigen Investment Management
New York
$799K
FWP
1889
Forefront Wealth Partners
Texas
$796K
SIA
1890
SGL Investment Advisors
Montana
$795K
CWA
1891
Cornerstone Wealth Advisors
Minnesota
$794K
CPM
1892
Connective Portfolio Management
New York
$794K
FAT
1893
First American Trust
California
$794K
LCG
1894
Lakeshore Capital Group
Illinois
$793K
AAG
1895
Armstrong Advisory Group
Massachusetts
$792K
NEWAS
1896
N.E.W. Advisory Services
Wisconsin
$792K
TIA
1897
Tiemann Investment Advisors
California
$788K
AFA
1898
AA Financial Advisors
Ohio
$787K
HG
1899
Harbor Group
New Hampshire
$786K
WBCM
1900
Wilson & Boucher Capital Management
California
$785K