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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 296 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
GCA
2201
Genesee Capital Advisors
New York
$492K
DIP
2202
DT Investment Partners
Pennsylvania
$491K
ML
2203
McAdam LLC
Pennsylvania
$490K
CIA
2204
CCM Investment Advisers
South Carolina
$490K
AWS
2205
Aspen Wealth Strategies
Colorado
$490K
FAFN
2206
First Affirmative Financial Network
Colorado
$490K
MFG
2207
Menard Financial Group
Texas
$490K
CPA
2208
Capital Performance Advisors
California
$490K
PCM
2209
Polymer Capital Management
New York
$489K
Harris Associates
2210
Harris Associates
Illinois
$488K
PCM
2211
Pennsylvania Capital Management
Pennsylvania
$488K
MS
2212
Mizuho Securities
Japan
$488K
CFFP
2213
Center for Financial Planning
Michigan
$487K
WAG
2214
Windsor Advisory Group
Ohio
$487K
XF
2215
XML Financial
Maryland
$486K
PIM
2216
Profit Investment Management
Maryland
$485K
HWM
2217
Hohimer Wealth Management
Washington
$485K
FFC
2218
First Financial Corp
Indiana
$484K
SL
2219
Salomon & Ludwin
Virginia
$484K
BMWS
2220
Brady Martz Wealth Solutions
North Dakota
$483K
HAI
2221
Hennessy Advisors Inc
California
$483K
AI
2222
AdvisorShares Investments
Maryland
$483K
DI
2223
Diligent Investors
California
$483K
BW
2224
Blalock Williams
Alabama
$482K
RFN
2225
RDA Financial Network
Iowa
$482K