We are live on ! Find out more
UNH icon

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
KG
3051
Kilter Group
New York
$32.1K -$4.84K -16 -15%
CCM
3052
Cloud Capital Management
Washington
$32K +$28.7K +95 New
FLP
3053
Financial Life Planners
Arizona
$31.8K +$27.8K +92 New
GG
3054
Gleason Group
Kentucky
$31.5K
NWM
3055
Nova Wealth Management
Florida
$31.4K -$8.47K -28 -24%
DWM
3056
Dogwood Wealth Management
Kansas
$30.7K -$399K -1,318 -94%
HC
3057
Hurley Capital
New York
$30.6K +$12.1K +40 +82%
CIR
3058
Clear Investment Research
Georgia
$30.4K +$302 +1 +1%
HIW
3059
Holos Integrated Wealth
Pennsylvania
$30.1K
CWM
3060
Cranbrook Wealth Management
Michigan
$30K
W
3061
WealthCollab
Washington
$29.7K -$2.42K -8 -9%
FDCP
3062
Foster Dykema Cabot & Partners
Massachusetts
$28.7K +$10.3K +34 +69%
1M
3063
1248 Management
Missouri
$28.7K +$25.1K +83 New
IWP
3064
IAG Wealth Partners
Wisconsin
$27.6K
PFA
3065
Pillar Financial Advisors
Kentucky
$27.6K
CMA
3066
Cedar Mountain Advisors
Oregon
$27.1K +$7.26K +24 +44%
RWM
3067
Rialto Wealth Management
New York
$26.6K +$302 +1 +1%
RF
3068
Robinswood Financial
Washington
$26.6K
EA
3069
Evolution Advisers
Virginia
$26K
GK
3070
Graney & King
New York
$25.8K +$302 +1 +1%
ABWM
3071
Alpine Bank Wealth Management
Colorado
$24.5K
KHC
3072
Koesten Hirschmann & Crabtree
Kansas
$24.3K +$3.02K +10 +17%
DFA
3073
DHJJ Financial Advisors
Illinois
$24.2K -$5.44K -18 -20%
WFG
3074
Wormser Freres Gestion
France
$24.2K -$17.5K -58 -45%
BC
3075
Bayforest Capital
United Kingdom
$23.5K -$61.1K -202 -75%

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.