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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
PCM
526
Polaris Capital Management
Massachusetts
$17M -$363K -1,200 -2%
FBB
527
Fulton Breakefield Broenniman
Maryland
$17M -$1.73M -5,708 -10%
WIA
528
World Investment Advisors
California
$16.9M -$393K -1,298 -3%
OAM
529
Oppenheimer Asset Management
New York
$16.8M +$1.94M +6,421 +15%
DOA
530
D'Orazio & Associates
Virginia
$16.8M +$81.1K +268 +0.6%
Baillie Gifford & Co
531
Baillie Gifford & Co
United Kingdom
$16.8M -$195M -643,207 -93%
UF
532
Univest Financial
Pennsylvania
$16.7M +$4.25M +14,039 +41%
Man Group
533
Man Group
United Kingdom
$16.7M -$20M -66,129 -58%
MGP
534
Metis Global Partners
California
$16.6M -$910K -3,010 -6%
6CM
535
683 Capital Management
New York
$16.6M -$2.27M -7,500 -14%
MGWM
536
Marks Group Wealth Management
Minnesota
$16.5M +$8.51M +28,142 +143%
LSERS
537
Louisiana State Employees Retirement System
Louisiana
$16.4M -$121K -400 -0.8%
FNBT
538
FineMark National Bank & Trust
Florida
$16.4M -$1.11M -3,661 -7%
SFM
539
Soros Fund Management
New York
$16.4M -$15.9M -52,570 -53%
JWM
540
JPL Wealth Management
Colorado
$16.3M +$1.01M +3,331 +8%
BCM
541
Beryl Capital Management
California
$16.2M +$14.2M +47,000 New
CGPCS
542
Capital Group Private Client Services
California
$16.1M -$54.7M -180,887 -79%
GIBU
543
Gulf International Bank (UK)
United Kingdom
$15.9M -$263K -868 -2%
FFB
544
First Financial Bankshares
Texas
$15.9M +$1.6M +5,304 +13%
GAM
545
Gotham Asset Management
New York
$15.9M -$6.7M -22,152 -32%
Parallax Volatility Advisers
546
Parallax Volatility Advisers
California
$15.9M -$3.24M -10,720 -19%
MT
547
Midwest Trust
Kansas
$15.9M -$6.39M -21,116 -31%
AP
548
Appleton Partners
Massachusetts
$15.8M -$1.4M -4,633 -9%
CA
549
CapWealth Advisors
Tennessee
$15.8M +$13.5M +44,788 +5,416%
MSRPS
550
Maryland State Retirement & Pension System
Maryland
$15.7M +$344K +1,136 +3%

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.