We are live on ! Find out more
UNH icon

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
STA
676
Summit Trail Advisors
New York
$9.71M +$2.95M +9,754 +53%
WBC
677
Westpac Banking Corp
Australia
$9.69M -$2.38M -7,871 -22%
LFM
678
LGT Fund Management
Liechtenstein
$9.68M +$7.48M +24,743 +811%
QCG
679
Quadrant Capital Group
Ohio
$9.6M +$3.85M +12,715 +84%
TAM
680
Trillium Asset Management
Massachusetts
$9.59M -$31.5K -104 -0.4%
PAS
681
Park Avenue Securities
New York
$9.53M +$8.35M +27,600 New
CFG
682
Citizens Financial Group
Rhode Island
$9.5M -$4.66M -15,424 -36%
RCM
683
Redwood Capital Management
New York
$9.5M +$8.32M +27,500 New
HT
684
Heritage Trust
Oklahoma
$9.48M +$103K +342 +1%
PA
685
Parallel Advisors
California
$9.44M -$384K -1,270 -4%
SC
686
Savant Capital
Illinois
$9.36M +$2.43M +8,019 +42%
PCIA
687
Prime Capital Investment Advisors
Kansas
$9.33M -$12.1M -40,109 -60%
WF
688
WoodTrust Financial
Wisconsin
$9.26M +$728K +2,408 +10%
LGF
689
LGT Group Foundation
Liechtenstein
$9.25M -$318K -1,051 -4%
SF
690
Synovus Financial
Georgia
$9.2M -$2.54M -8,410 -24%
PAIM
691
Punch & Associates Investment Management
Minnesota
$9.18M +$8.04M +26,572 New
LMIM
692
Lockheed Martin Investment Management
Maryland
$9.17M +$251K +830 +3%
MG
693
Markel Group
Virginia
$9.15M
ST
694
Spinnaker Trust
Maine
$9.15M +$1.61M +5,309 +25%
FCH
695
Freestone Capital Holdings
Washington
$9.13M -$2M -6,602 -20%
MCM
696
McRae Capital Management
New Jersey
$9.11M +$892K +2,950 +13%
DWM
697
Dakota Wealth Management
Florida
$9.11M +$3.15M +10,423 +65%
ACIM
698
Azimuth Capital Investment Management
Michigan
$9.09M -$276K -911 -3%
BZWA
699
Blue Zone Wealth Advisors
California
$9.06M +$457K +1,511 +6%
BJL
700
Brighton Jones LLC
Washington
$9.04M +$1.58M +5,236 +25%

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.