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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
CFAM
2751
Center For Asset Management
Florida
$241K +$26.9K +89 +15%
AFG
2752
Allegheny Financial Group
Pennsylvania
$241K -$55.3K -183 -21%
AIA
2753
Accelerate Investment Advisors
California
$241K -$4.23K -14 -2%
SL
2754
Summitry LLC
California
$239K +$210K +693 New
SWA
2755
SOA Wealth Advisors
New York
$239K -$160K -530 -43%
WN
2756
Williams & Novak
California
$239K -$227K -749 -52%
BSSFA
2757
Baron Silver Stevens Financial Advisors
Florida
$239K -$101K -333 -32%
TF
2758
Trek Financial
Arizona
$239K -$578K -1,910 -73%
AWM
2759
Ariadne Wealth Management
California
$239K -$51.4K -170 -19%
FA
2760
FDx Advisors
Illinois
$238K -$42K -139 -17%
AFM
2761
Abbot Financial Management
Massachusetts
$237K -$13.6K -45 -6%
SC
2762
Seldon Capital
California
$237K
WW
2763
Westshore Wealth
California
$237K -$16.6K -55 -7%
CFA
2764
CWS Financial Advisors
Michigan
$236K
AFAS
2765
Acorn Financial Advisory Services
Virginia
$236K -$6.35K -21 -3%
AIA
2766
Allied Investment Advisors
Montana
$236K +$207K +683 New
OBWG
2767
Onyx Bridge Wealth Group
New York
$236K +$6.65K +22 +3%
SN
2768
Sittner & Nelson
Oregon
$236K +$13.9K +46 +7%
AFA
2769
American Financial Advisors
Georgia
$235K
BO
2770
Bank OZK
Arkansas
$235K -$8.47K -28 -4%
XPN
2771
XY Planning Network
Montana
$235K
LW
2772
Linscomb Wealth
Texas
$235K -$7.56K -25 -4%
TC
2773
Trilogy Capital
California
$235K +$206K +681 New
WDA
2774
Wendell David Associates
New Hampshire
$235K -$22.7K -75 -10%
MCM
2775
Morton Capital Management
California
$234K +$5.75K +19 +3%

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.