We are live on ! Find out more
UNH icon

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
MCI
2651
MRP Capital Investments
Georgia
$279K -$215K -710 -44%
WFA
2652
WJ Financial Advisors
Connecticut
$279K +$244K +808 New
MWA
2653
Motive Wealth Advisors
Michigan
$279K +$244K +807 New
LBC
2654
Leigh Baldwin & Co
New York
$278K +$244K +806 New
GFPC
2655
Global Financial Private Client
Florida
$278K -$44.2K -146 -15%
FC
2656
Financial Council
Maryland
$278K -$1.81K -6 -0.7%
DWM
2657
Dynasty Wealth Management
Florida
$278K +$244K +806 New
RCM
2658
Raleigh Capital Management
North Carolina
$278K -$132K -437 -35%
CHA
2659
Cooper/Haims Advisors
New York
$278K -$31.5K -104 -11%
BGAI
2660
Bruce G. Allen Investments
Colorado
$278K +$4.23K +14 +2%
ML
2661
Mayport LLC
Massachusetts
$278K +$16K +53 +7%
PAS
2662
PKS Advisory Services
New York
$277K +$243K +803 New
AW
2663
Alteri Wealth
California
$277K +$25.1K +83 +12%
CWM
2664
Challenger Wealth Management
California
$277K -$207K -685 -46%
CFA
2665
Capstone Financial Advisors
Illinois
$276K +$29K +96 +14%
IG
2666
IFS Group
Pennsylvania
$275K +$239K +789 New
BWP
2667
Bernardo Wealth Planning
Pennsylvania
$274K +$5.14K +17 +2%
CTWM
2668
Cherry Tree Wealth Management
Minnesota
$273K
AA
2669
Addison Advisors
Vermont
$273K +$97.7K +323 +69%
RAG
2670
RIA Advisory Group
Iowa
$271K +$238K +786 New
VT
2671
Volterra Technologies
New York
$271K -$268K -885 -53%
PRP
2672
Peak Retirement Planning
Ohio
$270K -$7.26K -24 -3%
HBCM
2673
Heron Bay Capital Management
Michigan
$268K
PAG
2674
Private Advisory Group
Washington
$267K -$12.4M -41,101 -98%
CCM
2675
Crabel Capital Management
California
$267K +$234K +773 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.