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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
ELM
2826
Elite Life Management
Florida
$220K +$184K +609 New
FFG
2827
Fiduciary Financial Group
California
$220K -$45.1K -149 -19%
BI
2828
Bolthouse Investments
California
$220K +$192K +636 New
OPA
2829
Old Port Advisors
Maine
$218K -$7.26K -24 -4%
HW
2830
HORAN Wealth
Ohio
$218K -$20.3K -67 -10%
AA
2831
AJ Advisors
Tennessee
$218K -$25.1K -83 -12%
TFG
2832
Team Financial Group
California
$217K -$8.17K -27 -4%
RFS
2833
Richardson Financial Services
Massachusetts
$217K -$516K -1,705 -73%
MTWM
2834
Masso Torrence Wealth Management
New Jersey
$217K +$190K +627 New
FA
2835
Fountainhead AM
New Jersey
$216K -$23.6K -78 -11%
MPW
2836
MGO Private Wealth
California
$216K +$189K +626 New
PRS
2837
Pinkerton Retirement Specialists
Idaho
$216K +$189K +626 New
BC
2838
Brio Consultants
California
$215K -$6.05K -20 -3%
PMG
2839
Private Management Group
California
$215K +$188K +622 New
TW
2840
Towerpoint Wealth
California
$215K -$16.9K -56 -8%
WC
2841
Westhampton Capital
North Carolina
$215K +$188K +622 New
RA
2842
Rise Advisors
New York
$215K -$8.47K -28 -4%
HA
2843
Hofer & Associates
California
$214K +$188K +621 New
FWM
2844
Forza Wealth Management
Florida
$214K +$188K +620 New
NOI
2845
Newton One Investments
Delaware
$213K +$1.21K +4 +0.7%
SHFP
2846
Second Half Financial Partners
Florida
$213K +$187K +617 New
HFS
2847
Howard Financial Services
Texas
$212K +$186K +615 New
ORC
2848
O'Rourke & Company
Massachusetts
$212K +$186K +614 New
PCM
2849
Princeton Capital Management
New Jersey
$212K +$185K +613 New
CCA
2850
Cora Capital Advisors
New Jersey
$212K +$185K +613 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.