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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
3276
Cordatus Wealth Management
Pennsylvania
-$1.53M -4,907 Closed
FG
3277
Formula Growth
Quebec, Canada
-$1.51M -4,827 Closed
RA
3278
Rockingstone Advisors
Massachusetts
-$1.5M -4,813 Closed
SIP
3279
Stoneridge Investment Partners
Pennsylvania
-$1.47M -4,699 Closed
BPAMU
3280
BTG Pactual Asset Management US
New York
-$1.45M -4,640 Closed
IQI
3281
Integrated Quantitative Investments
Washington
-$1.44M -4,619 Closed
AFS
3282
Aft Forsyth & Sober
Florida
-$1.43M -4,575 Closed
SIM
3283
Seaview Investment Managers
Florida
-$1.38M -4,437 Closed
NCFG
3284
New Century Financial Group
New Jersey
-$1.38M -4,410 Closed
SC
3285
Stance Capital
Massachusetts
-$1.3M -4,156 Closed
AIA
3286
Alternative Investment Advisors
Florida
-$1.26M -4,038 Closed
IA
3287
IAM Advisory
Pennsylvania
-$1.19M -3,824 Closed
GCM
3288
Graham Capital Management
Connecticut
-$1.19M -3,800 Closed
LMKC
3289
L.M. Kohn & Company
Ohio
-$1.17M -3,744 Closed
RAM
3290
RedJay Asset Management
Ontario, Canada
-$1.09M -3,500 Closed
AC
3291
AXQ Capital
New Jersey
-$1.09M -3,493 Closed
GJWM
3292
Gilliland Jeter Wealth Management
Arkansas
-$1.08M -3,476 Closed
B
3293
Barings
North Carolina
-$1.08M -3,448 Closed
HP
3294
Hilltop Partners
Indiana
-$1.02M -3,281 Closed
LCM
3295
Laurion Capital Management
New York
-$1.02M -3,264 Closed
MCM
3296
Mainstream Capital Management
California
-$1.01M -3,235 Closed
PCP
3297
Proficio Capital Partners
Massachusetts
-$986K -3,160 Closed
AAM
3298
AR Asset Management
California
-$964K -3,090 Closed
ATWA
3299
Arbor Trust Wealth Advisors
Michigan
-$956K -3,065 Closed
IIM
3300
Intact Investment Management
Quebec, Canada
-$936K -3,000 Closed

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.