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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
SW
626
SteelPeak Wealth
California
$11.4M +$6.98M +23,081 +229%
AC
627
Allstate Corporation
Illinois
$11.4M +$9.48M +31,329 +1,783%
UB
628
UMB Bank
Missouri
$11.4M -$3.36M -11,125 -25%
UCFA
629
United Capital Financial Advisors
Texas
$11.3M +$963K +3,185 +11%
CIS
630
Capital International Sarl
California
$11.3M -$605K -2,001 -6%
SAMU
631
SONA Asset Management (US)
New York
$11.2M +$3.78M +12,500 +63%
BFG
632
Bleakley Financial Group
New Jersey
$11.2M +$2.94M +9,736 +43%
SI
633
Stephens Inc
Arkansas
$11M +$805K +2,663 +9%
IAA
634
Independent Advisor Alliance
North Carolina
$11M +$2.12M +7,026 +28%
PVI
635
Pine Valley Investments
New Jersey
$11M -$1.2M -3,976 -11%
CTA
636
Colonial Trust Advisors
South Carolina
$11M -$2.21M -7,300 -19%
LOPW
637
Live Oak Private Wealth
North Carolina
$10.9M -$1.02M -3,374 -10%
SFI
638
Siemens Fonds Invest
Germany
$10.9M +$226K +746 +2%
MYAM
639
Meiji Yasuda Asset Management
Japan
$10.9M -$116K -383 -1%
HAG
640
HighPoint Advisor Group
Illinois
$10.9M +$2.71M +8,974 +40%
RIM
641
Rakuten Investment Management
Japan
$10.9M +$7.95M +26,284 New
WTB
642
Washington Trust Bank
Washington
$10.8M -$120K -396 -1%
PIA
643
Petredis Investment Advisors
Pennsylvania
$10.8M -$195K -645 -2%
BWC
644
Blue Whale Capital
United Kingdom
$10.7M -$22.2M -73,251 -70%
BMCM
645
Bryn Mawr Capital Management
Pennsylvania
$10.7M +$669K +2,211 +8%
SWP
646
Stratos Wealth Partners
Ohio
$10.7M +$1.23M +4,069 +15%
ALMGDA
647
AG2R La Mondiale Gestion d'Actifs
France
$10.6M
BFS
648
Bradley Foster & Sargent
Connecticut
$10.6M -$8.97M -29,666 -49%
GVAG
649
Great Valley Advisor Group
Delaware
$10.6M -$2.63M -8,705 -22%
FNFDCM
650
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$10.6M +$531K +1,757 +6%

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.