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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
FMP
2576
Financial Management Professionals
Texas
$306K +$25.1K +83 +10%
CA
2577
Carson Advisory
Georgia
$306K +$17.5K +58 +7%
TIA
2578
Tandem Investment Advisors
South Carolina
$305K +$267K +882 New
TGAM
2579
TBH Global Asset Management
Tennessee
$305K +$267K +883 New
BP
2580
BBR Partners
New York
$305K -$1.81K -6 -0.7%
CWA
2581
Capital Wealth Alliance
Arizona
$305K
BM
2582
Berman McAleer
Maryland
$305K +$267K +882 New
CPC
2583
Consolidated Planning Corp
Georgia
$305K +$12.7K +42 +5%
3F
2584
360 Financial
Minnesota
$304K -$223K -736 -46%
FDP
2585
Financiere des Professionnels
Quebec, Canada
$304K -$188K -620 -41%
WIM
2586
Warwick Investment Management
Texas
$304K +$41.7K +138 +19%
LSC
2587
Lesa Sroufe & Co
Washington
$303K
CF
2588
Convergence Financial
Missouri
$303K +$265K +877 New
PSIWM
2589
Paradigm Strategies in Wealth Management
Minnesota
$302K -$74.4K -246 -22%
PWM
2590
PBMares Wealth Management
Virginia
$302K +$22.4K +74 +9%
SWA
2591
Sax Wealth Advisors
New Jersey
$302K +$50.8K +168 +24%
KFC
2592
Klingenstein Fields & Co
New York
$301K -$27.5K -91 -9%
SNBOSD
2593
Security National Bank of So Dak
Iowa
$301K -$98.3K -325 -27%
LODC
2594
Lanham O'Dell & Company
West Virginia
$300K -$21.5K -71 -8%
OCG
2595
Opus Capital Group
Ohio
$300K -$10.9K -36 -4%
FTA
2596
Financial & Tax Architects
Missouri
$300K -$4.54K -15 -2%
GA
2597
GSG Advisors
New Jersey
$299K +$24.8K +82 +11%
CFP
2598
Cypress Financial Planning
New Jersey
$298K +$261K +863 New
BSTWA
2599
Blake Schutter Theil Wealth Advisors
Ohio
$298K +$261K +863 New
HP
2600
HealthInvest Partners
Sweden
$298K

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.