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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
CPC
2726
Cookson Peirce & Co
Pennsylvania
$249K +$218K +720 New
4WM
2727
4J Wealth Management
Virginia
$248K -$33.9K -112 -14%
WSFG
2728
Wall Street Financial Group
Illinois
$247K -$31.5K -104 -13%
PHWM
2729
Pine Harbor Wealth Management
Maryland
$247K -$13.3K -44 -6%
CCM
2730
Check Capital Management
California
$247K +$216K +715 New
UWP
2731
Uniting Wealth Partners
Kansas
$247K +$216K +715 New
HCWM
2732
Hidden Cove Wealth Management
Washington
$247K +$216K +714 New
BAM
2733
Blueshift Asset Management
New Jersey
$246K -$1.43M -4,723 -87%
RMC
2734
Ring Mountain Capital
California
$246K -$907 -3 -0.4%
FFBTD
2735
First Financial Bank - Trust Division
Ohio
$246K -$35.7K -118 -14%
MEG
2736
Millstone Evans Group
Colorado
$246K
LAM
2737
Lifestyle Asset Management
Texas
$246K +$215K +712 New
FCIM
2738
Fairview Capital Investment Management
California
$245K -$4.84K -16 -2%
BBA
2739
Braun-Bostich & Associates
Pennsylvania
$245K -$1.51K -5 -0.7%
WW
2740
Windle Wealth
Oklahoma
$245K +$1.51K +5 +0.7%
WDG
2741
Wealth Dimensions Group
Ohio
$244K -$14.5K -48 -6%
RWP
2742
Ridgecrest Wealth Partners
California
$244K
HDIM
2743
Hanson & Doremus Investment Management
Vermont
$244K -$26K -86 -11%
IDA
2744
Intelligence Driven Advisers
California
$244K +$16.6K +55 +8%
BWM
2745
Birchcreek Wealth Management
Ohio
$243K +$5.14K +17 +2%
AWAU
2746
Alliance Wealth Advisors (Utah)
Utah
$243K -$1.81K -6 -0.8%
CAM
2747
Cozad Asset Management
Illinois
$242K -$1.21M -4,016 -85%
DWP
2748
Destiny Wealth Partners
Florida
$242K -$87.4K -289 -29%
HWA
2749
HMV Wealth Advisors
Louisiana
$242K
TCA
2750
Trifecta Capital Advisors
Illinois
$241K -$2.92M -9,661 -93%

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.