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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
NSAM
651
North Star Asset Management
Wisconsin
$10.5M +$682K +2,254 +8%
A
652
AustralianSuper
Australia
$10.5M -$32.7M -108,119 -78%
BFA
653
Bragg Financial Advisors
North Carolina
$10.5M -$310K -1,024 -3%
KCG
654
Kinsale Capital Group
Virginia
$10.4M +$885K +2,925 +11%
KCM
655
Kennedy Capital Management
Missouri
$10.4M -$6.49M -21,462 -42%
GFP
656
Gryphon Financial Partners
Ohio
$10.4M +$6.89M +22,782 +313%
SI
657
Symmetry Investments
Jersey
$10.4M +$6.97M +23,054 +332%
RA
658
Rovida Advisors
Florida
$10.4M +$4.54M +15,000 +100%
GWMR
659
GC Wealth Management RIA
Massachusetts
$10.3M +$3.72M +12,312 +70%
SCA
660
Stonebridge Capital Advisors
Minnesota
$10.3M -$17.5K -58 -0.2%
VCM
661
Violich Capital Management
California
$10.3M +$60.5K +200 +0.7%
STAS
662
Strong Tower Advisory Services
Minnesota
$10.2M +$2.37M +7,824 +36%
PS
663
Principal Securities
Iowa
$10.2M -$127K -419 -1%
SAM
664
Simplify Asset Management
Nevada
$10.1M +$7.65M +25,309 +625%
MAM
665
Meeder Asset Management
Ohio
$10.1M +$8.74M +28,882 +6,461%
AUB
666
Atlantic Union Bankshares
Virginia
$10.1M +$837K +2,767 +10%
CTA
667
Chesley Taft & Associates
Illinois
$10.1M -$1.12M -3,699 -11%
WS
668
Wedbush Securities
California
$10M +$346K +1,143 +4%
GCC
669
Guardian Capital (Canada)
Ontario, Canada
$10M +$2.48M +8,204 +39%
BWS
670
Buck Wealth Strategies
Colorado
$10M +$631K +2,088 +8%
NMIMC
671
Northwestern Mutual Investment Management Company
Wisconsin
$9.97M -$22.4K -74 -0.3%
SIA
672
Soltis Investment Advisors
Utah
$9.92M +$381K +1,261 +5%
FWCM
673
Ferguson Wellman Capital Management
Oregon
$9.78M -$1.44M -4,749 -14%
WA
674
Waverly Advisors
Alabama
$9.77M +$77.1K +255 +0.9%
KNW
675
Kesler Norman & Wride
Utah
$9.72M +$4.34M +14,348 +295%

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.