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UnitedHealth

3,160 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, 1,275 increasing their positions, 1,321 reducing their positions, and 298 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 7399 (+26)

19% more call options, than puts

Call options by funds: $24.6B | Put options by funds: $20.7B

12% more first-time investments, than exits

New positions opened: 333 | Existing positions closed: 298

5% more capital invested

Capital invested by funds: $242B → $253B (+$11.9B)

1% less funds holding

Funds holding: 3,1783,160 (-18)

3% less repeat investments, than reductions

Existing positions increased: 1,275 | Existing positions reduced: 1,321

4.24% less ownership

Funds ownership: 85.3%81.06% (-4.2%)

Holders
3,160
Holders Change
-18
Holders Change %
-0.57%
% of All Funds
41.46%
Holding in Top 10
99
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+35.62%
% of All Funds
1.3%
New
333
Increased
1,275
Reduced
1,321
Closed
298
Calls
$24.6B
Puts
$20.7B
Net Calls
+$3.92B
Net Calls Change
+$739M
Name Holding Trade Value Shares
Change
Change in
Stake
CJ
2476
Caitlin John
Michigan
$353K -$63.2K -209 -17%
PAM
2477
PCG Asset Management
New Jersey
$353K -$54.4K -180 -15%
KAM
2478
Knightsbridge Asset Management
California
$353K +$73.8K +244 +31%
BA
2479
Ballast Advisors
Minnesota
$353K +$605 +2 +0.2%
AWM
2480
Aries Wealth Management
Maine
$353K -$20K -66 -6%
AMG
2481
Advisors Management Group
Wisconsin
$352K
RYIA
2482
Roehl & Yi Investment Advisors
Oregon
$352K -$274K -907 -47%
EA
2483
Emerald Advisors
Washington
$351K -$22.1K -73 -7%
CH
2484
Cromwell Holdings
Wyoming
$350K -$451K -1,490 -59%
NCTC
2485
New Covenant Trust Company
Indiana
$350K -$7.86K -26 -2%
MAM
2486
Marotta Asset Management
Virginia
$350K -$140K -464 -32%
WFL
2487
Wealth Forward LLC
North Dakota
$349K
GKWIM
2488
Gerber Kawasaki Wealth & Investment Management
California
$348K -$152K -504 -33%
ACM
2489
Ascent Capital Management
Oregon
$347K +$77.1K +255 +34%
FOA
2490
Five Oceans Advisors
California
$347K -$95.6K -316 -24%
BFG
2491
Bouchey Financial Group
New York
$346K +$12.4K +41 +4%
FFG
2492
Fortress Financial Group
Minnesota
$346K +$1.81K +6 +0.6%
ICA
2493
Infrastructure Capital Advisors
New York
$346K +$303K +1,001 New
AF
2494
AtlasMark Financial
Texas
$345K
PWAM
2495
Papamarkou Wellner Asset Management
New York
$345K
QOP
2496
Quinn Opportunity Partners
Virginia
$345K +$302K +1,000 New
RC
2497
Rangeley Capital
Connecticut
$345K +$302K +1,000 New
Cohen & Steers
2498
Cohen & Steers
New York
$345K
SLC
2499
Second Line Capital
Louisiana
$343K -$1.6M -5,275 -84%
BDF
2500
Black Diamond Financial
Maryland
$343K -$92.2K -305 -24%

UNH Hedge Fund Activity: Q3 2025 in Review

3,160 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q3 2025, worth a combined $253B — up 4.9% from $242B a quarter earlier.

Buyers outnumbered sellers: 333 funds opened new UNH positions and 298 closed out — a net gain of 35 holders — while 1,275 added to existing stakes and 1,321 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $2.21B. The largest seller was Wellington Management Group, cutting an estimated $2.33B.

  • 3,160 institutional investors held UnitedHealth (UNH) as of Q3 2025, down from 3,178 in Q2 2025.
  • Funds reported $253B of UnitedHealth stock for Q3 2025, up 4.9% quarter-over-quarter.
  • 333 funds opened new UnitedHealth positions in Q3 2025 and 298 closed out, a net change of +35 holders.
  • The largest UnitedHealth buyer in Q3 2025 was Capital Research Global Investors, an estimated $2.21B added.
  • The largest UnitedHealth seller in Q3 2025 was Wellington Management Group, an estimated $2.33B sold.

Based on aggregated 13F filings for Q3 2025.