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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
BTD
2701
BankPlus Trust Department
Mississippi
$258K -$588K -1,945 -72%
EWS
2702
Evergreen Wealth Solutions
Pennsylvania
$258K -$36.6K -121 -14%
WKSWA
2703
White Knight Strategic Wealth Advisors
New Jersey
$257K +$225K +745 New
MAA
2704
Matrix Asset Advisors
New York
$257K +$225K +745 New
FCB
2705
First County Bank
Connecticut
$257K +$225K +744 New
SF
2706
Seros Financial
Arizona
$256K +$224K +742 New
RLIM
2707
Red Lighthouse Investment Management
New York
$256K +$2.72K +9 +1%
BRM
2708
Boston Research & Management
Massachusetts
$255K
WPW
2709
Watershed Private Wealth
Illinois
$255K +$223K +738 New
CWM
2710
CCG Wealth Management
California
$254K +$223K +737 New
PCM
2711
Permanent Capital Management
Illinois
$252K +$221K +731 New
LSA
2712
Lion Street Advisors
Texas
$252K -$496K -1,639 -75%
CL
2713
CVFG LLC
Indiana
$252K +$221K +730 New
TBT
2714
Texas Bank & Trust
Texas
$252K -$3.63K -12 -2%
PM
2715
Pembroke Management
Quebec, Canada
$252K +$220K +729 New
EB
2716
Exchange Bank
California
$251K -$10.9K -36 -5%
LIA
2717
Lynx Investment Advisory
District of Columbia
$251K -$15.4K -51 -7%
GC
2718
Grange Capital
Oregon
$251K
TA
2719
TruWealth Advisors
Louisiana
$250K +$219K +725 New
CC
2720
Chicago Capital
Illinois
$250K -$91.6K -303 -30%
HWM
2721
HighMark Wealth Management
Minnesota
$249K +$92.2K +305 +73%
LWMI
2722
Legacy Wealth Management (Idaho)
Idaho
$249K +$64.4K +213 +42%
TW
2723
Traveka Wealth
California
$249K -$31.2K -103 -13%
PTC
2724
Philadelphia Trust Company
Pennsylvania
$249K
TF
2725
Threadgill Financial
Texas
$249K +$218K +721 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.