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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
GC
3426
Garde Capital
Washington
-$151K -485 Closed
BFP
3427
Briaud Financial Planning
Texas
-$145K -466 Closed
T
3428
Transce3nd
Texas
-$134K -429 Closed
BCMLT
3429
Beacon Capital Management LLC (Tennessee)
Tennessee
-$126K -403 Closed
PIA
3430
Prakash Investment Advisors
Massachusetts
-$210K -400 Closed
FAM
3431
Fairtree Asset Management
South Africa
-$80.2K -257 Closed
WCM
3432
WealthTrak Capital Management
Virginia
-$76.1K -244 Closed
WTFG
3433
Wood Tarver Financial Group
Idaho
-$72K -234 Closed
TCM
3434
Traub Capital Management
Massachusetts
-$71.1K -228 Closed
SGC
3435
Slocum, Gordon & Co
Rhode Island
-$62.4K -200 Closed
TIM
3436
Total Investment Management
Arizona
-$50K -160 Closed
CPA
3437
Compass Planning Associates
Massachusetts
-$46.3K -148 Closed
BA
3438
Bellwether Advisors
Nebraska
-$45.5K -146 Closed
SO
3439
Sierra Ocean
California
-$39.7K -127 Closed
JEST
3440
JTC Employer Solutions Trustee
Jersey
-$39K -126 Closed
RAM
3441
Riggs Asset Management
Pennsylvania
-$32.8K -105 Closed
ACM
3442
Aster Capital Management
United Arab Emirates
-$29K -93 Closed
SAS
3443
Spurstone Advisory Services
Connecticut
-$17.8K -57 Closed
SWIG
3444
Strategic Wealth Investment Group
Kentucky
-$16.8K -54 Closed
LFA
3445
Legend Financial Advisors
Pennsylvania
-$15.9K -51 Closed
SC
3446
Stephens Consulting
Michigan
-$14.7K -47 Closed
KWM
3447
Kiker Wealth Management
Georgia
-$13.4K -43 Closed
MAWAG
3448
Mid-American Wealth Advisory Group
Missouri
-$13.1K -42 Closed
CWM
3449
CarsonAllaria Wealth Management
Illinois
-$12.3K -39 Closed
GC
3450
GFG Capital
Florida
-$12.2K -39 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.