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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
JIC
551
Johnson Investment Counsel
Ohio
$15.6M -$6.32M -20,892 -32%
DT
552
Diversified Trust
Tennessee
$15.5M -$390K -1,288 -3%
HWM
553
HB Wealth Management
Georgia
$15.5M -$1.22M -4,020 -8%
ACM
554
Argent Capital Management
Missouri
$15.5M +$13.3M +44,070 +5,564%
EGA
555
Eagle Global Advisors
Texas
$15.4M -$1.52M -5,020 -10%
WT
556
Whittier Trust
California
$15.3M -$975K -3,223 -7%
RG
557
Rathbones Group
United Kingdom
$15.3M -$1.57M -5,195 -10%
GWM
558
GDS Wealth Management
Texas
$15.3M -$1.6M -5,297 -11%
TAMH
559
Taikang Asset Management (HK)
Hong Kong
$15.2M +$8.09M +26,747 +156%
BF
560
BOK Financial
Oklahoma
$15.1M -$1.23M -4,082 -9%
SAM
561
Securian Asset Management
Minnesota
$15.1M -$1.12M -3,689 -8%
DP
562
DDD Partners
Washington
$15M +$6.23M +20,603 +90%
AAM
563
Advisors Asset Management
Colorado
$15M +$1.77M +5,863 +16%
Wolverine Trading
564
Wolverine Trading
Illinois
$14.9M +$642K +2,124 +5%
AAP
565
Aristotle Atlantic Partners
Florida
$14.8M -$58.7K -194 -0.4%
EWA
566
Exencial Wealth Advisors
Oklahoma
$14.8M -$679K -2,246 -5%
VRS
567
Virginia Retirement Systems
Virginia
$14.5M -$25.6M -84,600 -67%
PFS
568
Prospera Financial Services
Texas
$14.4M -$75.3K -249 -0.6%
TTWM
569
TCV Trust & Wealth Management
Virginia
$14.3M +$57.8K +191 +0.5%
SCI
570
S&CO Inc
Massachusetts
$14.3M -$1.28M -4,242 -9%
US
571
UNICOM Systems
Nevada
$14.3M
GA
572
GFS Advisors
Texas
$14.3M +$8.15M +26,932 +186%
VI
573
Vestcor Inc
New Brunswick, Canada
$14.2M -$1.02M -3,386 -8%
NMERB
574
New Mexico Educational Retirement Board
New Mexico
$14.2M -$605K -2,000 -5%
PF
575
Phoenix Financial
Israel
$14.1M +$6.52M +21,546 +109%

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.