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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
NWWA
3401
New Wave Wealth Advisors
Arkansas
-$229K -733 Closed
AWM
3402
Atticus Wealth Management
Florida
-$228K -731 Closed
CIG
3403
Cascade Investment Group
Colorado
-$226K -726 Closed
AWM
3404
Alterna Wealth Management
Texas
-$224K -718 Closed
JWM
3405
JGP Wealth Management
Oregon
-$223K -716 Closed
MWM
3406
MBE Wealth Management
Wisconsin
-$218K -699 Closed
LFS
3407
Littlejohn Financial Services
Oregon
-$217K -697 Closed
GG
3408
Greenwood Gearhart
Arkansas
-$215K -690 Closed
HIF
3409
Hill Island Financial
Michigan
-$215K -688 Closed
FFG
3410
Fortem Financial Group
California
-$214K -685 Closed
KA
3411
KDT Advisors
New York
-$214K -685 Closed
MHWM
3412
Montz Harcus Wealth Management
Louisiana
-$212K -679 Closed
MBI
3413
May Barnhard Investments
Maryland
-$210K -674 Closed
GDP
3414
Great Diamond Partners
Maine
-$210K -672 Closed
KWM
3415
Kaydan Wealth Management
Michigan
-$209K -669 Closed
WHCI
3416
W.H. Cornerstone Investments
Massachusetts
-$207K -664 Closed
HWP
3417
Hibernia Wealth Partners
Louisiana
-$207K -663 Closed
RFW
3418
Rainier Family Wealth
Washington
-$206K -661 Closed
TWM
3419
TCFG Wealth Management
California
-$206K -661 Closed
BFO
3420
Biltmore Family Office
North Carolina
-$204K -654 Closed
ONSWM
3421
Old North State Wealth Management
North Carolina
-$205K -654 Closed
MGAM
3422
McGowan Group Asset Management
Texas
-$203K -650 Closed
IPWA
3423
International Private Wealth Advisors
California
-$202K -647 Closed
QP
3424
Quilter Plc
United Kingdom
-$202K -647 Closed
TWA
3425
TCI Wealth Advisors
Arizona
-$177K -568 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.