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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
FCMC
2526
Founders Capital Management (Connecticut)
Connecticut
$329K
HBS
2527
Howard Bailey Securities
Indiana
$328K -$54.7K -181 -16%
FFO
2528
Fiduciary Family Office
Florida
$327K -$864K -2,856 -75%
TWM
2529
TriaGen Wealth Management
California
$327K +$287K +948 New
SEP
2530
Southland Equity Partners
Missouri
$327K +$287K +948 New
SI
2531
Stonekeep Investments
New Mexico
$327K
VST
2532
Van Strum & Towne
California
$326K
HA
2533
Heartland Advisors
Wisconsin
$326K +$286K +945 New
IWS
2534
Integrity Wealth Solutions
Colorado
$326K +$286K +945 New
PPWM
2535
PFG Private Wealth Management
Florida
$326K +$286K +945 New
DWM
2536
Darwin Wealth Management
Florida
$326K +$1.51K +5 +0.5%
BAM
2537
Brave Asset Management
New Jersey
$326K +$286K +944 New
BSAM
2538
Blue Square Asset Management
New York
$324K -$1.66M -5,482 -85%
SWRP
2539
Summit Wealth & Retirement Planning
California
$324K
II
2540
Impact Investors
California
$323K -$302 -1 -0.1%
WSC
2541
Wellington Shields & Co
New York
$323K +$174K +575 +159%
PCM
2542
Perritt Capital Management
Illinois
$323K
LWP
2543
LeClair Wealth Partners
Ohio
$322K -$52.9K -175 -16%
SPFA
2544
Summit Place Financial Advisors
New Jersey
$322K
RWI
2545
Red Wave Investments
Pennsylvania
$320K
AWA
2546
ARQ Wealth Advisors
Arizona
$320K +$280K +926 New
PSP
2547
Principal Street Partners
Tennessee
$320K +$280K +925 New
SFC
2548
Swisher Financial Concepts
Ohio
$319K -$1.81K -6 -0.6%
NECFA
2549
New England Capital Financial Advisors
Connecticut
$319K +$302 +1 +0.1%
SCM
2550
Silvant Capital Management
Georgia
$318K -$1.03M -3,405 -79%

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.