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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
EFG
2601
Elm3 Financial Group
Georgia
$298K +$261K +862 New
MWS
2602
MFA Wealth Services
California
$298K -$58.4K -193 -18%
GWAM
2603
Guardian Wealth Advisors (Minnesota)
Minnesota
$297K
KLI
2604
Kelman-Lazarov Inc
Tennessee
$297K -$57.2K -189 -18%
FFC
2605
Frederick Financial Consultants
Maryland
$297K +$7.26K +24 +3%
WTA
2606
Washington Trust Advisors
Massachusetts
$296K -$2.72K -9 -1%
TPW
2607
Transatlantique Private Wealth
New York
$296K -$46K -152 -15%
4WM
2608
49 Wealth Management
Texas
$296K -$385K -1,274 -60%
RCA
2609
Runnymede Capital Advisors
Ohio
$294K +$258K +852 New
SI
2610
Seeds Investor
New York
$294K -$12.1K -40 -4%
MAM
2611
Mainsail Asset Management
Alabama
$294K +$257K +850 New
HC
2612
Hoese & Co
Minnesota
$293K -$45.4K -150 -15%
BWL
2613
Bogart Wealth LLC
Virginia
$293K +$88.6K +293 +53%
FFA
2614
Frazier Financial Advisors
Ohio
$293K +$72K +238 +39%
BHIA
2615
Birch Hill Investment Advisors
Massachusetts
$293K
SMA
2616
Seven Mile Advisory
New Jersey
$293K -$96.8K -320 -27%
RW
2617
Rede Wealth
Virginia
$293K -$618K -2,043 -71%
EBA
2618
Eagle Bay Advisors
New York
$293K +$33.6K +111 +15%
GAM
2619
Gould Asset Management
California
$293K
CWM
2620
Cherrydale Wealth Management
New Jersey
$292K +$256K +847 New
GMFG
2621
Greater Midwest Financial Group
Minnesota
$292K -$1.67M -5,533 -87%
SC
2622
SummitTX Capital
Texas
$292K +$16.9K +56 +7%
BAS
2623
Breakthru Advisory Services
Wisconsin
$292K +$256K +845 New
RA
2624
Ransom Advisory
Rhode Island
$292K
IA
2625
Insight Advisors
Pennsylvania
$291K -$26.6K -88 -9%

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.