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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
SR
3076
Syntax Research
Florida
$23.1K
FWA
3077
Flagship Wealth Advisors
Massachusetts
$22.8K
OWP
3078
ORG Wealth Partners
Texas
$22.8K -$20.3K -67 -50%
MPW
3079
MASECO Private Wealth
$22.6K
SRCM
3080
Signature Resources Capital Management
California
$21.8K -$1.21K -4 -6%
PC
3081
Promus Capital
Illinois
$21.8K
FG
3082
Fairman Group
Pennsylvania
$21.8K +$9.07K +30 +91%
OBWP
3083
O'Brien Wealth Partners
Massachusetts
$21.4K -$4.54K -15 -19%
HWA
3084
Heritage Wealth Advisors
Virginia
$20.9K -$605 -2 -3%
BGA
3085
Battery Global Advisors
Massachusetts
$20.3K +$302 +1 +2%
FNWA
3086
Financial Network Wealth Advisors
Utah
$20K -$20.3K -67 -54%
RWA
3087
Redmont Wealth Advisors
Illinois
$20K -$17.2K -57 -50%
DMKJ
3088
David M. Knott Jr
$19.7K
NCM
3089
Northwest Capital Management
Oregon
$19.7K
PK
3090
Pflug Koory
Nebraska
$18.6K
TC
3091
Trust Company
Kansas
$18.3K
NWM
3092
Navigoe Wealth Management
California
$18K +$16.3K +54 New
RL
3093
Rogco LP
Oklahoma
$16.2K -$600K -1,985 -98%
CI
3094
Clal Insurance
Israel
$16K -$26K -86 -65%
PWA
3095
Principia Wealth Advisory
Texas
$15.9K +$907 +3 +7%
SA
3096
Seneschal Advisors
Washington
$15.9K +$13.9K +46 New
TC
3097
Tacita Capital
Ontario, Canada
$14.5K
CFS
3098
CGC Financial Services
Oregon
$14.2K
T2I
3099
Turim 21 Investimentos
Brazil
$13.8K +$12.1K +40 New
RWM
3100
RMG Wealth Management
Wisconsin
$13.7K

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.