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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
CPG
3026
Cornerstone Planning Group
New Jersey
$44K +$246K +813 +201%
PPA
3027
Painted Porch Advisors
California
$43.2K -$7.86K -26 -17%
RTC
3028
Riverview Trust Company
Washington
$43.2K
UBP
3029
Union Bancaire Privee
Switzerland
$42.3K
NMG
3030
New Millennium Group
Utah
$42.3K -$4.54K -15 -11%
TCM
3031
TruNorth Capital Management
Michigan
$41.4K -$4.23K -14 -10%
TPBG
3032
Turning Point Benefit Group
Maryland
$41.1K +$35.7K +118 New
KB
3033
Kimelman & Baird
New York
$40.4K
NRG
3034
Nemes Rush Group
Michigan
$39K -$5.74M -18,975 -99%
DWA
3035
Delos Wealth Advisors
Texas
$38K
KTC
3036
Kentucky Trust Company
Kentucky
$36.9K -$10.9K -36 -25%
SC
3037
Solstein Capital
California
$35.9K
CFP
3038
Comprehensive Financial Planning
Pennsylvania
$35.1K -$15.1K -50 -33%
RPA
3039
Redwood Park Advisors
California
$34.7K
APW
3040
Atlantic Private Wealth
North Carolina
$34.5K
HWM
3041
Horizons Wealth Management
North Carolina
$34.5K
ICM
3042
Islay Capital Management
Texas
$34.5K
SWP
3043
SIMA Wealth Partners
Virginia
$34.5K
LWA
3044
Lowe Wealth Advisors
Maryland
$34.5K
GFWA
3045
Grey Fox Wealth Advisors
Delaware
$33.4K +$29.3K +97 New
FRA
3046
Front Row Advisors
California
$33.1K
IW
3047
Imprint Wealth
South Carolina
$33.1K +$29K +96 New
RTL
3048
Red Tortoise LLC
Georgia
$32.9K +$6.35K +21 +28%
NSG
3049
Nalls Sherbakoff Group
Tennessee
$32.8K -$10.6K -35 -27%
SHM
3050
Sagard Holdings Management
Ontario, Canada
$32.5K

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.