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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
NB
2301
Northwest Bancshares
Pennsylvania
$428K
DIM
2302
Delta Investment Management
California
$428K
QCIG
2303
Quad-Cities Investment Group
Iowa
$425K
G
2304
GenTrust
Florida
$424K
WAM
2305
Worth Asset Management
Texas
$424K
EL
2306
EWA LLC
Pennsylvania
$423K
QPWM
2307
Quadrant Private Wealth Management
Pennsylvania
$421K
MAM
2308
Martingale Asset Management
Massachusetts
$421K
AFM
2309
Aspetuck Financial Management
Connecticut
$421K
1WA
2310
180 Wealth Advisors
Washington
$417K
WPW
2311
Waldron Private Wealth
Pennsylvania
$416K
JCM
2312
Jacobsen Capital Management
Utah
$416K
FG
2313
Foster Group
Iowa
$416K
MSCM
2314
McElhenny Sheffield Capital Management
Texas
$415K
AM
2315
Atwater Malick
Pennsylvania
$415K
Two Sigma Advisers
2316
Two Sigma Advisers
New York
$414K
FCAS
2317
First Command Advisory Services
Texas
$414K
JWM
2318
Jeppson Wealth Management
California
$414K
JC
2319
JBF Capital
Colorado
$414K
CWMG
2320
Compass Wealth Management (Georgia)
Georgia
$414K
AFWM
2321
Abich Financial Wealth Management
Virginia
$414K
AGWCA
2322
Annis Gardner Whiting Capital Advisors
Florida
$414K
IRC
2323
Investors Research Corp
Georgia
$413K
WFA
2324
Wellspring Financial Advisors
Ohio
$413K
CFO
2325
Custos Family Office
Texas
$411K