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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
LFG
3376
Lockerman Financial Group
California
-$288K -922 Closed
GWM
3377
Gibbs Wealth Management
Georgia
-$286K -918 Closed
AWM
3378
Act Wealth Management
Texas
-$285K -912 Closed
TWA
3379
Tandem Wealth Advisors
Arizona
-$285K -912 Closed
KOMWMG
3380
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$282K -905 Closed
PGF
3381
Plan Group Financial
Oklahoma
-$279K -895 Closed
BWA
3382
BlueChip Wealth Advisors
Georgia
-$278K -891 Closed
BMO
3383
Beck Mack & Oliver
New York
-$277K -888 Closed
FCM
3384
Fourpath Capital Management
Oklahoma
-$273K -874 Closed
TC
3385
TwinBeech Capital
New York
-$273K -874 Closed
JAM
3386
Jupiter Asset Management
United Kingdom
-$268K -860 Closed
ODIJL
3387
One Day In July LLC
Vermont
-$262K -841 Closed
KFA
3388
Krane Funds Advisors
New York
-$258K -827 Closed
CFC
3389
Coyle Financial Counsel
Illinois
-$255K -816 Closed
KRW
3390
Kaufman Rossin Wealth
Florida
-$253K -811 Closed
WHG
3391
Westwood Holdings Group
Texas
-$243K -778 Closed
HHRDM
3392
H&H Retirement Design & Management
Nevada
-$218K -774 Closed
GFM
3393
GEN Financial Management
Minnesota
-$241K -773 Closed
CGFA
3394
Colton Groome Financial Advisors
North Carolina
-$239K -767 Closed
TI
3395
Truepoint Inc
Ohio
-$233K -748 Closed
SFPG
3396
Stonebridge Financial Planning Group
Florida
-$232K -745 Closed
BTWM
3397
Brass Tax Wealth Management
Ohio
-$232K -744 Closed
LTI
3398
Laffer Tengler Investments
Tennessee
-$231K -742 Closed
GA
3399
Goldstein Advisors
Wisconsin
-$230K -739 Closed
CA
3400
Crumly & Associates
Illinois
-$230K -737 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.