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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
SNB
2926
Security National Bank
Nebraska
$127K -$1.77M -5,845 -94%
WWA
2927
Wealth Watch Advisors
Colorado
$126K +$111K +366 New
TIM
2928
Tortoise Investment Management
New York
$125K -$3.93K -13 -3%
PS
2929
Pinney & Scofield
Massachusetts
$125K
SHIM
2930
Stone House Investment Management
Pennsylvania
$124K -$75.6K -250 -41%
PIS
2931
POM Investment Strategies
North Carolina
$122K +$101K +335 +1,861%
APW
2932
Acima Private Wealth
Virginia
$122K -$56.3K -186 -35%
BIA
2933
Bell Investment Advisors
California
$120K -$27.2K -90 -21%
PCFFS
2934
Pacific Center for Financial Services
California
$119K
SFCL
2935
Strengthening Families & Communities LLC
Massachusetts
$117K -$144K -477 -59%
S
2936
Sachetta
Massachusetts
$115K +$32.4K +107 +47%
HIMS
2937
Hager Investment Management Services
New Hampshire
$115K
FA
2938
Financial Avengers
California
$114K +$605 +2 +0.6%
CH
2939
Canton Hathaway
Rhode Island
$114K +$15.1K +50 +18%
QWM
2940
Quaker Wealth Management
New Jersey
$113K -$131K -432 -57%
TCM
2941
Tradewinds Capital Management
Washington
$113K +$24.8K +82 +33%
AFG
2942
Albion Financial Group
Utah
$113K -$58.4K -193 -37%
MAFA
2943
MJT & Associates Financial Advisory
Minnesota
$112K +$22.7K +75 +30%
KFP
2944
Kerr Financial Planning
California
$112K +$104K +344 New
SFO
2945
Standard Family Office
South Dakota
$112K
WA
2946
Whipplewood Advisors
Colorado
$110K -$200K -661 -67%
MLA
2947
MB, Levis & Associates
Pennsylvania
$110K -$45.4K -150 -32%
WAM
2948
WFA Asset Management
Wisconsin
$109K +$302 +1 +0.5%
AP
2949
Aspect Partners
Virginia
$109K +$2.72K +9 +3%
WWM
2950
Wolff Wiese Magana
California
$108K -$2.42K -8 -3%

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.