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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
SS
701
SBI Securities
Japan
$9M +$3.59M +11,882 +84%
RDWM
702
Red Door Wealth Management
Tennessee
$8.96M +$751K +2,484 +11%
EH
703
Equitable Holdings
New York
$8.95M -$141K -467 -2%
GBA
704
Garrison Bradford & Associates
New York
$8.95M -$45.4K -150 -0.6%
VDBMI
705
Van Den Berg Management I
Texas
$8.92M +$2.12M +6,997 +37%
ATPW
706
Ashton Thomas Private Wealth
Arizona
$8.91M +$180K +594 +2%
MFG
707
Merit Financial Group
Georgia
$8.88M -$60.8K -201 -0.8%
CIA
708
Concurrent Investment Advisors
Florida
$8.86M +$229K +757 +3%
VM
709
Venator Management
Pennsylvania
$8.83M +$5.8M +19,190 +301%
RCM
710
RNC Capital Management
California
$8.82M +$1.16M +3,848 +18%
AIM
711
Anchor Investment Management
South Carolina
$8.79M -$795K -2,628 -9%
WCM
712
Wedge Capital Management
North Carolina
$8.78M +$294K +972 +4%
IWC
713
Integrated Wealth Concepts
Massachusetts
$8.77M +$504K +1,668 +7%
PTB
714
Pioneer Trust Bank
Oregon
$8.76M -$981K -3,244 -11%
CIC
715
Concord Investment Counsel
California
$8.72M +$7.64M +25,246 New
ACA
716
Anchor Capital Advisors
Massachusetts
$8.71M +$25.7K +85 +0.3%
MOS
717
MGO One Seven
Ohio
$8.7M +$4.8M +15,886 +171%
SCM
718
SOL Capital Management
Maryland
$8.7M +$1.89M +6,250 +33%
HJGA
719
Hardman Johnston Global Advisors
Connecticut
$8.66M -$517K -1,708 -6%
FC
720
Fulcrum Capital
Washington
$8.66M -$42.6K -141 -0.6%
MASUI
721
MIRAE ASSET SECURITIES (USA) INC.
New York
$8.65M -$3.74M -12,382 -33%
AAIS
722
ABN AMRO Investment Solutions
$8.65M -$2.47M -8,175 -25%
CC
723
Casdin Capital
New York
$8.63M +$7.56M +25,000 New
CHCM
724
Columbus Hill Capital Management
New Jersey
$8.59M
EDRH
725
Edmond de Rothschild Holding
Switzerland
$8.57M -$95.6K -316 -1%

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.