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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
MMCM
1976
Murphy & Mullick Capital Management
New York
$707K
NFG
1977
Nations Financial Group
Iowa
$707K
CASB
1978
Cape Ann Savings Bank
Massachusetts
$707K
MAM
1979
McLean Asset Management
Virginia
$706K
CB
1980
CNB Bank
Pennsylvania
$706K
EWM
1981
Echo Wealth Management
Minnesota
$706K
GWCM
1982
Godshalk Welsh Capital Management
Pennsylvania
$706K
WH
1983
Willner & Heller
California
$705K
PMSA
1984
Patrick M. Sweeney & Associates
Illinois
$705K
GLLW
1985
Graves Light Lenhart Wealth
Virginia
$704K
HCA
1986
Heck Capital Advisors
Wisconsin
$703K
NA
1987
Navellier & Associates
Nevada
$703K
TC
1988
TFR Capital
Texas
$700K
ACM
1989
Ardent Capital Management
Ohio
$700K
SA
1990
Sovran Advisors
California
$700K
SAM
1991
Secure Asset Management
Michigan
$699K
JSL
1992
JT Stratford LLC
Georgia
$695K
CFP
1993
Cascade Financial Partners
California
$693K
EGM
1994
Engineers Gate Manager
New York
$693K
SFWC
1995
Strategic Family Wealth Counselors
New Jersey
$692K
CCA
1996
Cruiser Capital Advisors
Connecticut
$691K
CBA
1997
Coastal Bridge Advisors
Connecticut
$685K
APG
1998
Abacus Planning Group
South Carolina
$684K
RIA
1999
Realta Investment Advisors
Delaware
$682K
GPWM
2000
Grant Private Wealth Management
California
$680K