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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
SFP
2626
Shepherd Financial Partners
Massachusetts
$291K -$159K -526 -38%
ANBOT
2627
American National Bank of Texas
Texas
$290K +$254K +840 New
WFMPM
2628
Woodley Farra Manion Portfolio Management
Indiana
$290K +$254K +840 New
CIG
2629
Cairn Investment Group
Washington
$290K
RG
2630
Renaissance Group
Kentucky
$289K -$39.3K -130 -13%
LC
2631
Lavaca Capital
Texas
$289K -$252K -834 -50%
ADMI
2632
Albert D. Mason Inc
Massachusetts
$289K -$10.9K -36 -4%
SP
2633
Symmetry Partners
Connecticut
$289K +$253K +836 New
PCA
2634
PMV Capital Advisers
Texas
$288K
PIM
2635
Platinum Investment Management
Australia
$288K -$25.1K -83 -9%
HWM
2636
Horizon Wealth Management
Illinois
$287K +$302 +1 +0.1%
SCA
2637
Stillwater Capital Advisors
Pennsylvania
$287K -$43.9K -145 -15%
WWG
2638
West Wealth Group
California
$287K +$240K +793 New
HPM
2639
Hoxton Planning & Management
West Virginia
$286K -$46.9K -155 -16%
CCM
2640
Copeland Capital Management
Pennsylvania
$286K -$12.2M -40,266 -98%
WRPWM
2641
Werba Rubin Papier Wealth Management
California
$286K +$26.9K +89 +12%
SPWM
2642
Spartan Planning & Wealth Management
North Carolina
$285K +$249K +824 New
RFA
2643
ROI Financial Advisors
Oregon
$283K -$585K -1,934 -70%
MWP
2644
Meridian Wealth Partners
Pennsylvania
$282K +$247K +817 New
TA
2645
Tactive Advisors
Florida
$281K +$246K +815 New
EPP
2646
ETF Portfolio Partners
Kansas
$280K +$605 +2 +0.2%
ISFAN
2647
Investor's Fiduciary Advisor Network
Washington
$280K -$5.75K -19 -2%
AWA
2648
Aletheian Wealth Advisors
Washington
$280K +$3.02K +10 +1%
MIM
2649
MTM Investment Management
South Carolina
$280K -$1.81K -6 -0.7%
LIA
2650
Limestone Investment Advisors
New York
$279K +$245K +809 New

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.