We are live on ! Find out more
UNH icon

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
FUBT
2851
First United Bank & Trust
Maryland
$211K -$29K -96 -14%
C1AG
2852
Client 1st Advisory Group
Florida
$211K +$185K +612 New
PWA
2853
Prairie Wealth Advisors
Nebraska
$211K -$564K -1,866 -75%
CWA
2854
CJM Wealth Advisers
Virginia
$210K +$184K +609 New
OW
2855
Olistico Wealth
Oklahoma
$209K -$9.98K -33 -5%
FGAM
2856
Financial Gravity Asset Management
Texas
$209K +$183K +604 New
NHT
2857
New Hampshire Trust
New Hampshire
$209K -$101K -333 -36%
LAS
2858
LWM Advisory Services
Florida
$208K -$48.4K -160 -21%
CWG
2859
Crown Wealth Group
North Carolina
$208K -$43.9K -145 -19%
WAM
2860
Walker Asset Management
Missouri
$208K +$182K +602 New
SIP
2861
Sellwood Investment Partners
Oregon
$208K +$182K +601 New
SW
2862
SMART Wealth
Nebraska
$207K +$181K +600 New
IFO
2863
Independent Family Office
New York
$207K -$27.2K -90 -13%
CAG
2864
Centerpoint Advisory Group
Kansas
$207K -$60.5K -200 -25%
EMC
2865
Everest Management Corp
California
$206K +$181K +598 New
GCM
2866
G2 Capital Management
Ohio
$206K +$181K +597 New
WA
2867
WPG Advisers
Maryland
$206K +$7.86K +26 +5%
GWS
2868
Greykasell Wealth Strategies
California
$205K -$271K -897 -60%
LFP
2869
Lakeshore Financial Planning
Michigan
$205K -$21.2K -70 -11%
IA
2870
IFC Advisors
California
$204K +$179K +591 New
MIFH
2871
Migdal Insurance & Financial Holdings
Israel
$204K -$203K -672 -53%
AIMC
2872
Alley Investment Management Company
Illinois
$204K +$179K +591 New
HPC
2873
Hobart Private Capital
North Carolina
$204K -$42.6K -141 -19%
OAS
2874
Optivise Advisory Services
Tennessee
$204K +$178K +590 New
SHA
2875
Seneca House Advisors
Virginia
$203K +$178K +589 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.