UNH icon

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
IP
1951
Intellectus Partners
California
$740K
ARMT
1952
Amica Retiree Medical Trust
Rhode Island
$740K
FNA
1953
First National Advisers
Nebraska
$740K
BL
1954
BFSG LLC
California
$739K
HWA
1955
HCR Wealth Advisors
California
$738K
TBC
1956
Tweedy, Browne Co
Connecticut
$738K
SWA
1957
SFMG Wealth Advisors
Texas
$736K
WAM
1958
Weinberger Asset Management
California
$736K
CA
1959
Cambridge Advisors
Nebraska
$733K
WCM
1960
Wallace Capital Management
Texas
$732K
CWA
1961
Crux Wealth Advisors
California
$731K
JSAM
1962
J. Safra Asset Management
New York
$731K
BL
1963
Balentine LLC
Georgia
$728K
UCB
1964
United Community Bank
South Carolina
$725K
LK
1965
Lumbard & Kellner
New Hampshire
$724K
AWA
1966
Amplius Wealth Advisors
Pennsylvania
$724K
ALA
1967
Atlas Legacy Advisors
California
$723K
MW
1968
Members Wealth
Pennsylvania
$721K
BFG
1969
Birch Financial Group
New Hampshire
$721K
RWA
1970
Redhawk Wealth Advisors
Minnesota
$720K
NJIM
1971
Nabity-Jensen Investment Management
Nebraska
$720K
AWM
1972
Aprio Wealth Management
Georgia
$720K
CFO
1973
CVA Family Office
Colorado
$719K
AWA
1974
A4 Wealth Advisors
North Carolina
$719K
FTC
1975
Farmers Trust Company
Ohio
$719K