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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
MWM
2551
MOKAN Wealth Management
Kansas
$318K -$2.38M -7,867 -90%
MC
2552
Matisse Capital
Oregon
$317K +$2.12K +7 +0.8%
LI
2553
Lafayette Investments
Maryland
$317K
OP
2554
ORG Partners
Indiana
$316K -$81.7K -270 -23%
SDAM
2555
Shulman DeMeo Asset Management
New York
$316K +$302 +1 +0.1%
CFP
2556
Curran Financial Partners
South Carolina
$316K -$14.2K -47 -5%
HWM
2557
Hemington Wealth Management
Virginia
$316K -$14.5K -48 -5%
CFD
2558
Creative Financial Designs
Indiana
$316K -$3.02K -10 -1%
GTAM
2559
Global Trust Asset Management
Florida
$314K -$81.7K -270 -23%
SAM
2560
Satovsky Asset Management
New York
$314K +$1.81K +6 +0.7%
OA
2561
Operose Advisors
Wisconsin
$313K -$436K -1,440 -61%
BW
2562
BIP Wealth
Georgia
$313K +$13.3K +44 +5%
CYG
2563
Clean Yield Group
Vermont
$312K -$8.17K -27 -3%
BMC
2564
Beaton Management Company
Massachusetts
$312K -$8.17K -27 -3%
FHC
2565
First Heartland Consultants
Missouri
$312K -$19.1K -63 -7%
SIM
2566
SSI Investment Management
California
$311K
AIMCA
2567
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$311K -$21.9M -72,500 -99%
GCIA
2568
Gabelli & Co Investment Advisers
New York
$311K +$22.7K +75 +9%
HWMC
2569
Heritage Wealth Management (California)
California
$310K -$605 -2 -0.2%
BBI
2570
Baxter Bros Inc
Connecticut
$309K +$271K +895 New
LA
2571
Latitude Advisors
Florida
$309K -$117K -387 -30%
EFMH
2572
E Fund Management (HK)
Hong Kong
$308K +$270K +893 New
EAM
2573
Evanson Asset Management
California
$308K -$52.6K -174 -16%
BI
2574
Binnacle Investments
Iowa
$308K +$154K +508 +133%
KOC
2575
Koss-Olinger Consulting
Florida
$306K

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.