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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
LC
3126
Luminist Capital
Michigan
$6.97K -$128K -422 -95%
1NWS
3127
1 North Wealth Services
Maryland
$6.91K
CL
3128
CSS LLC
Illinois
$6.91K +$6.05K +20 New
WCM
3129
Westend Capital Management
California
$6.56K
IUHSA
3130
Itau Unibanco Holding S.A.
Brazil
$6.26K -$2.28M -7,537 -100%
GAG
3131
Goodman Advisory Group
Massachusetts
$6.21K
BGC
3132
Beutel, Goodman & Co
Ontario, Canada
$6K
CWM
3133
Cedar Wealth Management
California
$5.98K -$605 -2 -11%
LB
3134
Legacy Bridge
Iowa
$5.87K +$3.02K +10 +143%
MBFW
3135
Morton Brown Family Wealth
Pennsylvania
$5.87K -$4.23K -14 -45%
EWM
3136
Evolution Wealth Management
Florida
$5.53K -$12.4K -41 -72%
CMBA
3137
C.M. Bidwell & Associates
Hawaii
$5.53K
ITFISA
3138
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$5.53K
CAIM
3139
Catherine Avery Investment Management
Florida
$4.49K
BIM
3140
Breakwater Investment Management
Washington
$4.49K +$3.02K +10 +333%
FW
3141
Fairway Wealth
Ohio
$3.8K
MHIP
3142
Mountain Hill Investment Partners
New Jersey
$3.45K
TWM
3143
Tripletail Wealth Management
Florida
$3.24K +$2.72K +9 New
BFS
3144
Bare Financial Services
Pennsylvania
$3.11K
PP
3145
PFS Partners
New Jersey
$2.76K +$2.42K +8 New
BHWM
3146
Bay Harbor Wealth Management
Maryland
$2.76K -$54.7K -181 -96%
ETS
3147
ESL Trust Services
New York
$2.76K +$2.42K +8 New
GPFA
3148
Game Plan Financial Advisors
Ohio
$2.07K +$1.81K +6 New
SC
3149
Sawyer & Company
Massachusetts
$2K
RCM
3150
Richardson Capital Management
Wisconsin
$1.73K +$1.51K +5 New

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.