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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
DWS
2951
Dynamic Wealth Strategies
California
$104K +$14.8K +49 +19%
CIAS
2952
CBIZ Investment Advisory Services
Ohio
$104K +$27.8K +92 +44%
MSWM
2953
Mowery & Schoenfeld Wealth Management
Illinois
$102K -$21.2K -70 -19%
BCM
2954
Blume Capital Management
California
$100K -$840K -2,778 -91%
VWM
2955
Vermillion Wealth Management
Minnesota
$99.1K +$34.2K +113 +65%
BSB
2956
Bangor Savings Bank
Maine
$98.8K -$5.44K -18 -6%
T
2957
Tidemark
California
$98.1K +$47.8K +158 +125%
QL
2958
Quarry LP
New York
$97K +$3.63K +12 +4%
FWM
2959
FSA Wealth Management
Massachusetts
$95.3K
AT
2960
Avalon Trust
New Mexico
$95.3K +$49.3K +163 +144%
TCM
2961
TD Capital Management
Tennessee
$94.2K -$5.14K -17 -6%
TCB
2962
Texas Capital Bancshares
Texas
$93.6K -$400K -1,323 -83%
RWML
2963
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$93.6K +$5.14K +17 +7%
HIM
2964
Hillsdale Investment Management
Ontario, Canada
$92.2K -$3.98M -13,147 -98%
YP
2965
YANKCOM Partnership
South Dakota
$90.5K -$75K -248 -49%
SAM
2966
Sherman Asset Management
California
$89.8K
RA
2967
Rational Advisors
New York
$89.1K -$20K -66 -20%
SWIM
2968
Smallwood Wealth Investment Management
New Jersey
$87.7K -$1.21K -4 -2%
POIA
2969
Pin Oak Investment Advisors
Texas
$87K -$27.2K -90 -26%
LAM
2970
Lummis Asset Management
Texas
$86K +$61.4K +203 +441%
HFS
2971
Hughes Financial Services
Virginia
$84.3K +$302 +1 +0.4%
AWM
2972
Abound Wealth Management
Tennessee
$84.2K +$8.77K +29 +13%
EWP
2973
Elevation Wealth Partners
California
$83.9K +$16.3K +54 +29%
VWWMG
2974
Vermillion & White Wealth Management Group
Pennsylvania
$83.7K -$93.8K -310 -56%
PWA
2975
Provenance Wealth Advisors
Florida
$83.6K +$52.3K +173 +251%

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.