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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
SC
2776
Stephenson & Company
California
$234K
CG
2777
Corundum Group
Colorado
$234K -$15.7K -52 -7%
NC
2778
NewSquare Capital
Pennsylvania
$233K +$119K +393 +139%
GAM
2779
Gemmer Asset Management
California
$233K +$204K +676 New
JF
2780
JSF Financial
California
$233K +$204K +676 New
AFGAS
2781
Allegiance Financial Group Advisory Services
Virginia
$233K +$204K +675 New
MSF
2782
Mustard Seed Financial
Arkansas
$233K
GSWM
2783
Greenup Street Wealth Management
Michigan
$233K -$1.21M -4,000 -86%
TS
2784
TradeWell Securities
Indiana
$233K +$1.21K +4 +0.6%
WWM
2785
Wiser Wealth Management
Georgia
$232K +$204K +673 New
OCPWS
2786
One Charles Private Wealth Services
Massachusetts
$232K +$4.23K +14 +2%
KBFS
2787
Kohmann Bosshard Financial Services
Ohio
$232K +$203K +671 New
LWA
2788
Lifelong Wealth Advisors
Minnesota
$231K +$3.63K +12 +2%
HAM
2789
Harmony Asset Management
Arizona
$231K -$123K -406 -38%
NWA
2790
New World Advisors
Massachusetts
$230K -$85.6K -283 -30%
BH
2791
Burk Holdings
Oklahoma
$230K +$201K +666 New
PBO
2792
Peoples Bank (Ohio)
Ohio
$230K +$201K +666 New
FM
2793
Family Management
New York
$230K -$302 -1 -0.1%
SA
2794
Shilanski & Associates
Alaska
$230K -$1.21K -4 -0.6%
TMWM
2795
Taylor & Morgan Wealth Management
Michigan
$228K +$200K +661 New
DEM
2796
Disciplined Equity Management
Florida
$228K
CWMGO
2797
Capstone Wealth Management Group (Oregon)
Oregon
$228K +$199K +659 New
RIM
2798
RW Investment Management
Idaho
$227K -$2.42K -8 -1%
WCM
2799
Whitener Capital Management
North Carolina
$227K +$199K +657 New
RRWA
2800
Rainey & Randall Wealth Advisors
Florida
$227K +$199K +657 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.