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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
SF
2451
SWP Financial
California
$354K
CJ
2452
Caitlin John
Michigan
$353K
PAM
2453
PCG Asset Management
New Jersey
$353K
KAM
2454
Knightsbridge Asset Management
California
$353K
BA
2455
Ballast Advisors
Minnesota
$353K
AWM
2456
Aries Wealth Management
Maine
$353K
AMG
2457
Advisors Management Group
Wisconsin
$352K
EA
2458
Emerald Advisors
Washington
$351K
CH
2459
Cromwell Holdings
Wyoming
$350K
NCTC
2460
New Covenant Trust Company
Indiana
$350K
MAM
2461
Marotta Asset Management
Virginia
$350K
WFL
2462
Wealth Forward LLC
North Dakota
$349K
GKWIM
2463
Gerber Kawasaki Wealth & Investment Management
California
$348K
ACM
2464
Ascent Capital Management
Oregon
$347K
FOA
2465
Five Oceans Advisors
California
$347K
BFG
2466
Bouchey Financial Group
New York
$346K
FFG
2467
Fortress Financial Group
Minnesota
$346K
ICA
2468
Infrastructure Capital Advisors
New York
$346K
PWAM
2469
Papamarkou Wellner Asset Management
New York
$345K
QOP
2470
Quinn Opportunity Partners
Virginia
$345K
RC
2471
Rangeley Capital
Connecticut
$345K
Cohen & Steers
2472
Cohen & Steers
New York
$345K
SLC
2473
Second Line Capital
Louisiana
$343K
BDF
2474
Black Diamond Financial
Maryland
$343K
JGGDR
2475
JGP Global Gestao de Recursos
Brazil
$343K