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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
CWM
2976
Consultiva Wealth Management
Puerto Rico
$83.2K
BONH
2977
Bank of New Hampshire
New Hampshire
$82.9K -$15.1K -50 -17%
CG
2978
Curat Global
New Hampshire
$82.9K
CWM
2979
Copia Wealth Management
Oregon
$82.9K +$47.5K +157 +189%
PPA
2980
Pilgrim Partners Asia
Singapore
$79.4K +$69.6K +230 New
FMTCOCP
2981
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$79K -$13.9K -46 -17%
BBPWM
2982
Blue Bell Private Wealth Management
Pennsylvania
$78.4K -$1.21K -4 -2%
MFT
2983
Moisand Fitzgerald Tamayo
Florida
$78K +$605 +2 +0.9%
MIHAS
2984
Maj Invest Holding A/S
Denmark
$77K
HWP
2985
Highline Wealth Partners
California
$76.6K +$302 +1 +0.5%
PWMG
2986
Private Wealth Management Group
New Jersey
$75.6K -$40.2K -133 -38%
CFG
2987
Clayton Financial Group
Missouri
$74.1K +$65K +215 New
DF
2988
Dunhill Financial
United Kingdom
$73.5K -$393K -1,301 -86%
HBW
2989
Hazlett, Burt & Watson
West Virginia
$73K -$6.05K -20 -9%
FDW
2990
Fourth Dimension Wealth
Ohio
$72.5K +$25.7K +85 +68%
EPAM
2991
Evelyn Partners Asset Management
$72.5K +$16.3K +54 +35%
TC
2992
Truvestments Capital
Florida
$72.2K -$104K -343 -62%
GA
2993
GoalVest Advisory
New York
$70.8K -$27.2K -90 -31%
RJA
2994
Ross\Johnson & Associates
Minnesota
$70.1K +$57.5K +190 +1,462%
DAM
2995
Delta Asset Management
Tennessee
$68K +$1.21K +4 +2%
HHMI
2996
Howard Hughes Medical Institute
Maryland
$67.3K -$907 -3 -2%
NC
2997
North Capital
Utah
$67K +$8.17K +27 +16%
NWMP
2998
Noble Wealth Management PBC
Colorado
$67K +$58.7K +194 New
OAJ
2999
Ogorek Anthony Joseph
New York
$66K +$23.6K +78 +68%
CAM
3000
Costello Asset Management
Pennsylvania
$62.5K -$106K -349 -66%

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.