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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
KWS
2801
Keystone Wealth Services
California
$226K -$23K -76 -10%
LC
2802
Landaas & Company
Wisconsin
$226K
SCI
2803
Silver Coast Investments
United States
$226K +$198K +654 New
AA
2804
Aufman Associates
Pennsylvania
$225K -$3.33K -11 -2%
CAM
2805
Clark Asset Management
New Hampshire
$225K +$197K +652 New
OAM
2806
Occidental Asset Management
California
$225K +$197K +652 New
TCMP
2807
Thrive Capital Management (Pennsylvania)
Pennsylvania
$225K +$197K +651 New
CA
2808
Crewe Advisors
Utah
$224K -$11.2K -37 -5%
CSA
2809
Cottage Street Advisors
Massachusetts
$224K +$197K +650 New
HFS
2810
Hopwood Financial Services
Virginia
$224K -$1.21K -4 -0.6%
NG
2811
Northstar Group
New York
$223K +$196K +647 New
ME
2812
McIlrath & Eck
Washington
$223K +$99.5K +329 +104%
CPSC
2813
Carl P. Sherr & Co
Massachusetts
$223K
WCAMG
2814
Woodard & Company Asset Management Group
North Carolina
$223K -$1.31M -4,322 -87%
SWM
2815
StoneCrest Wealth Management
Arizona
$222K +$195K +644 New
SC
2816
Steph & Co
Wisconsin
$222K -$303K -1,003 -61%
IWA
2817
IVC Wealth Advisors
Pennsylvania
$222K -$245K -809 -56%
FCM
2818
FJ Capital Management
Virginia
$222K -$58.1K -192 -23%
IFPL
2819
Investments & Financial Planning LLC
Kentucky
$222K
SW
2820
SkyOak Wealth
Michigan
$222K -$806K -2,665 -81%
WA
2821
WestEnd Advisors
North Carolina
$221K -$19M -62,960 -99%
FPW
2822
Fairvoy Private Wealth
Alabama
$221K -$37.5K -124 -16%
TFA
2823
Tobias Financial Advisors
Florida
$220K -$39.3K -130 -17%
BMA
2824
Brooks Moore & Associates
Tennessee
$220K +$193K +637 New
WCA
2825
Whetstone Capital Advisors
Kansas
$220K +$193K +637 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.