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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
TWD
2901
True Wealth Design
Ohio
$178K +$45.4K +150 +41%
CB
2902
Centennial Bank
Arkansas
$177K -$9.07K -30 -6%
EP
2903
Essential Partners
California
$176K +$3.02K +10 +2%
DWA
2904
Dougherty Wealth Advisers
Minnesota
$176K
BOJHT
2905
Bank of Jackson Hole Trust
Wyoming
$172K -$733K -2,423 -83%
TFGT
2906
TS Financial Group (TSFG)
Illinois
$172K -$22.4K -74 -13%
AP
2907
Atwood & Palmer
Missouri
$171K
AW
2908
Avion Wealth
Texas
$171K +$44.5K +147 +42%
HWA
2909
Heartwood Wealth Advisors
Virginia
$170K +$149K +493 New
BT
2910
Banque Transatlantique
France
$164K +$34.8K +115 +32%
WOSD
2911
WFA of San Diego
California
$156K -$10.3K -34 -7%
FFL
2912
Financial Freedom LLC
Ohio
$152K +$302 +1 +0.2%
KSB
2913
Kennebec Savings Bank
Maine
$151K -$605 -2 -0.5%
KA
2914
Kozak & Associates
Colorado
$150K -$216K -714 -60%
IWM
2915
IMG Wealth Management
Florida
$150K
CAC
2916
Core Alternative Capital
Georgia
$148K -$4.46M -14,751 -97%
RFG
2917
REAP Financial Group
Texas
$145K +$66.8K +221 +112%
TFM
2918
TFC Financial Management
Massachusetts
$143K +$7.26K +24 +6%
WPA
2919
Wealth Preservation Advisors
Tennessee
$141K +$302 +1 +0.2%
FCMT
2920
Founders Capital Management (Texas)
Texas
$139K +$16K +53 +15%
FFO
2921
Fortitude Family Office
Arizona
$138K -$7.26K -24 -6%
WPWM
2922
Western Pacific Wealth Management
Illinois
$137K +$18.4K +61 +18%
HC
2923
Hara Capital
Washington
$129K
FCT
2924
First Community Trust
Iowa
$129K
KFP
2925
Keener Financial Planning
Texas
$128K

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.