We are live on ! Find out more
UNH icon

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
JGGDR
2501
JGP Global Gestao de Recursos
Brazil
$343K +$2.42K +8 +0.8%
SA
2502
SRH Advisors
Kansas
$343K +$284K +940 +1,808%
LA
2503
Legacy Advisors
Pennsylvania
$343K +$300K +992 New
BCG
2504
BayBridge Capital Group
California
$342K +$299K +990 New
IIA
2505
Integral Investment Advisors
California
$342K -$19.4K -64 -6%
DWM
2506
Destination Wealth Management
California
$341K +$298K +986 New
PKC
2507
Palmer Knight Company
Florida
$340K
FBFS
2508
First Business Financial Services
Wisconsin
$340K -$264K -874 -47%
WB
2509
Webster Bank
Connecticut
$340K -$113K -374 -28%
SFB
2510
STAR Financial Bank
Indiana
$340K +$65.6K +217 +28%
GSIAS
2511
Garden State Investment Advisory Services
New Jersey
$339K +$26.9K +89 +10%
MFF
2512
Michels Family Financial
Texas
$339K +$63.5K +210 +27%
JWS
2513
Juncture Wealth Strategies
Arizona
$339K +$40.2K +133 +16%
CSC
2514
Caldwell Sutter Capital
California
$338K +$19.7K +65 +7%
MFC
2515
Mechanics Financial Corp
Ohio
$338K -$553K -1,827 -65%
WGC
2516
Watts Gwilliam & Co
Arizona
$333K
SCG
2517
Sonata Capital Group
Washington
$333K +$60.5K +200 +26%
AA
2518
Auxano Advisors
Washington
$333K +$9.68K +32 +3%
FF
2519
Francis Financial
$331K +$177K +585 New
HFS
2520
Heritage Financial Services
Massachusetts
$331K -$33.6K -111 -10%
KPWG
2521
KFA Private Wealth Group
Virginia
$331K +$53.2K +176 +23%
EWS
2522
Eagle Wealth Strategies
New Jersey
$331K -$8.47K -28 -3%
MFG
2523
Midwest Financial Group
Kansas
$331K +$5.75K +19 +2%
LWM
2524
LongView Wealth Management
Georgia
$330K -$22.4K -74 -7%
ASG
2525
Ariston Services Group
California
$329K

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.