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
AA
2876
Alesco Advisors
New York
$203K -$46.9K -155 -21%
RFA
2877
Rollins Financial Advisors
New York
$203K +$178K +587 New
HI
2878
Hudock Inc
Pennsylvania
$202K +$177K +585 New
LCM
2879
Leisure Capital Management
California
$202K -$29K -96 -14%
IAS
2880
Investment Advisory Services
Texas
$202K +$177K +585 New
LWM
2881
Liberty Wealth Management
California
$202K -$46.3K -153 -21%
NAM
2882
NTV Asset Management
West Virginia
$201K +$176K +583 New
MCM
2883
Monument Capital Management
Virginia
$201K +$176K +582 New
DTC
2884
Davidson Trust Company
Washington
$201K +$176K +582 New
JC
2885
JBGlobal.com
New York
$201K +$176K +582 New
CFGA
2886
Cambridge Financial Group (Arizona)
Arizona
$200K +$176K +581 New
D
2887
Dentgroup
Louisiana
$200K +$175K +580 New
EWA
2888
Etesian Wealth Advisors
Oregon
$200K +$175K +580 New
PA
2889
Probity Advisors
Texas
$200K +$175K +580 New
HFS
2890
Horizon Financial Services
North Carolina
$200K +$19.7K +65 +13%
1IA
2891
1620 Investment Advisors
Massachusetts
$200K +$102K +338 +141%
DI
2892
DAGCO Inc
Ohio
$199K -$23.9K -79 -12%
RF
2893
Rossby Financial
Florida
$199K -$11.8K -39 -6%
ACA
2894
American Capital Advisory
Idaho
$192K +$11.8K +39 +8%
SIC
2895
SJS Investment Consulting
Ohio
$189K +$11.2K +37 +7%
MWM
2896
Mascoma Wealth Management
New Hampshire
$189K
PCMF
2897
Private Capital Management (Florida)
Florida
$188K +$165K +545 New
PGAM
2898
Princeton Global Asset Management
New Jersey
$188K +$21.2K +70 +15%
OPTFSNA
2899
Old Point Trust & Financial Services N A
Virginia
$186K -$3.33K -11 -2%
TSMHT
2900
Thurston Springer Miller Herd & Titak
Indiana
$178K -$1.56M -5,174 -91%

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.