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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
WEO
601
William E. Oberndorf
$12.3M +$10.8M +35,553 New
GH
602
GAM Holding
Switzerland
$12.3M +$1.3M +4,314 +14%
HCS
603
Himension Capital (Singapore)
Singapore
$12.2M +$1.34M +4,423 +14%
LP
604
Longaeva Partners
Illinois
$12.2M +$10.7M +35,461 New
ET
605
Equitable Trust
Tennessee
$12.2M -$3.44M -11,374 -24%
LFAS
606
Level Four Advisory Services
Texas
$12.2M +$1.03M +3,390 +11%
Temasek Holdings
607
Temasek Holdings
Singapore
$12.2M +$10.7M +35,300 New
TIM
608
Thompson Investment Management
Wisconsin
$12.2M +$625K +2,068 +6%
EF
609
Empirical Finance
Pennsylvania
$12.1M +$99.5K +329 +0.9%
KPWS
610
Kestra Private Wealth Services
Texas
$12.1M +$1.17M +3,864 +12%
ECP
611
Elwood Capital Partners
New York
$12.1M
RFM
612
Ranmore Fund Management
United Kingdom
$12.1M -$2.72M -9,000 -20%
RFC
613
Regions Financial Corp
Alabama
$12M -$39.6M -130,984 -79%
AWM
614
Apollon Wealth Management
South Carolina
$11.9M +$2.13M +7,050 +26%
Los Angeles Capital Management
615
Los Angeles Capital Management
California
$11.9M +$804K +2,657 +8%
FNT
616
First National Trust
Pennsylvania
$11.8M -$1.23M -4,079 -11%
HI
617
Hendershot Investments
Virginia
$11.8M -$892K -2,949 -8%
SCM
618
Shelton Capital Management
Colorado
$11.8M -$50.2K -166 -0.5%
SCP
619
Stamos Capital Partners
California
$11.7M -$6.78M -22,411 -40%
DAC
620
Dividend Assets Capital
South Carolina
$11.7M +$1.26M +4,177 +14%
NW
621
NewEdge Wealth
Pennsylvania
$11.6M -$7M -23,130 -39%
Connor, Clark & Lunn Investment Management (CC&L)
622
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.6M -$9.45M -31,254 -48%
MAM
623
Madison Asset Management
Wisconsin
$11.5M +$2.46M +8,124 +32%
PA
624
Pinnacle Associates
New York
$11.5M -$499K -1,651 -5%
HAM
625
Harber Asset Management
North Carolina
$11.5M -$985K -3,258 -9%

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.