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UnitedHealth

3,122 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 333 funds opening new positions, 1,255 increasing their positions, 1,308 reducing their positions, and 298 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: 3,1533,122 (-31)

4% less repeat investments, than reductions

Existing positions increased: 1,255 | Existing positions reduced: 1,308

4.25% less ownership

Funds ownership: 85.14%80.88% (-4.3%)

Holders
3,122
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
NRI
2201
NFP Retirement Inc
California
$500K
GPI
2202
General Partner Inc
Pennsylvania
$499K
EFI
2203
EHP Funds Inc
Canada
$499K
SIS
2204
Sound Income Strategies
Florida
$496K
BWP
2205
Baldwin Wealth Partners
Massachusetts
$496K
ATC
2206
Adirondack Trust Company
New York
$493K
GCA
2207
Genesee Capital Advisors
New York
$492K
DIP
2208
DT Investment Partners
Pennsylvania
$491K
ML
2209
McAdam LLC
Pennsylvania
$490K
CIA
2210
CCM Investment Advisers
South Carolina
$490K
AWS
2211
Aspen Wealth Strategies
Colorado
$490K
FAFN
2212
First Affirmative Financial Network
Colorado
$490K
MFG
2213
Menard Financial Group
Texas
$490K
CPA
2214
Capital Performance Advisors
California
$490K
PCM
2215
Polymer Capital Management
New York
$489K
Harris Associates
2216
Harris Associates
Illinois
$488K
PCM
2217
Pennsylvania Capital Management
Pennsylvania
$488K
MS
2218
Mizuho Securities
Japan
$488K
CFFP
2219
Center for Financial Planning
Michigan
$487K
WAG
2220
Windsor Advisory Group
Ohio
$487K
XF
2221
XML Financial
Maryland
$486K
PIM
2222
Profit Investment Management
Maryland
$485K
HWM
2223
Hohimer Wealth Management
Washington
$485K
FFC
2224
First Financial Corp
Indiana
$484K
SL
2225
Salomon & Ludwin
Virginia
$484K