UNH icon

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
TSW
2326
Three Seasons Wealth
Utah
$410K
MIM
2327
Macroview Investment Management
Maryland
$409K
HAIM
2328
Hunter Associates Investment Management
Pennsylvania
$408K
UWPG
2329
Ullmann Wealth Partners Group
Florida
$408K
SFG
2330
Sunburst Financial Group
Alabama
$407K
ACM
2331
Armbruster Capital Management
New York
$406K
IW
2332
Instrumental Wealth
Florida
$406K
TIA
2333
Traphagen Investment Advisors
New Jersey
$406K
BF
2334
Brucke Financial
Indiana
$405K
OFG
2335
Oxford Financial Group
Indiana
$405K
FFA
2336
Founders Financial Alliance
North Carolina
$405K
GIM
2337
Groesbeck Investment Management
New Jersey
$404K
IA
2338
Invested Advisors
Pennsylvania
$403K
BRWM
2339
Blue Rock Wealth Management
North Carolina
$403K
MA
2340
Maxele Advisors
Missouri
$403K
CIAM
2341
Caitong International Asset Management
Hong Kong
$402K
EBSAM
2342
Eubel Brady & Suttman Asset Management
Ohio
$402K
EWA
2343
Evolution Wealth Advisors
Florida
$402K
OFW
2344
Omnia Family Wealth
Florida
$402K
SP
2345
Successful Portfolios
Florida
$402K
AF
2346
Aldebaran Financial
$401K
TCPW
2347
Twin City Private Wealth
North Carolina
$400K
BWP
2348
Balboa Wealth Partners
Arizona
$399K
TCM
2349
Traynor Capital Management
Pennsylvania
$399K
IP
2350
Ignite Planners
California
$398K