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
VLKIM
751
Van Lanschot Kempen Investment Management
Netherlands
$8.18M -$332K -1,098 -4%
TFA
752
Toth Financial Advisory
Virginia
$8.18M +$641K +2,121 +10%
SAM
753
Synergy Asset Management
Washington
$8.16M +$3.95M +13,071 +100%
WA
754
WP Advisors
California
$8.14M +$1.59M +5,266 +29%
FAB
755
First American Bank
Illinois
$7.98M -$755K -2,498 -10%
NAM
756
NorthCrest Asset Manangement
Minnesota
$7.98M -$511K -1,690 -7%
WC
757
Westerkirk Capital
$7.84M -$264K -874 -4%
CCM
758
Coldstream Capital Management
Washington
$7.82M +$671K +2,217 +11%
IWA
759
IBEX Wealth Advisors
New Jersey
$7.82M +$6.85M +22,642 New
VFA
760
Valeo Financial Advisors
Indiana
$7.79M +$720K +2,380 +12%
VPI
761
Value Partners Investments
Manitoba, Canada
$7.73M +$2.17M +7,179 +47%
MCM
762
Mattern Capital Management
Colorado
$7.72M +$694K +2,295 +11%
MPIM
763
McGinn Penninger Investment Management
Virginia
$7.7M +$4.24M +14,015 +169%
AWA
764
Arkadios Wealth Advisors
Georgia
$7.69M +$863K +2,852 +15%
Group One Trading
765
Group One Trading
Illinois
$7.67M -$6.93M -22,902 -51%
MGIA
766
Moneta Group Investment Advisors
Missouri
$7.65M +$268K +886 +4%
BIA
767
Biondo Investment Advisors
Pennsylvania
$7.62M +$558K +1,845 +9%
TRCT
768
Tower Research Capital (TRC)
New York
$7.59M -$8.92M -29,508 -57%
GF
769
Gabelli Funds
New York
$7.59M -$2.17M -7,185 -25%
MWM
770
Marietta Wealth Management
Georgia
$7.58M +$328K +1,085 +5%
AG
771
Ascent Group
Virginia
$7.57M +$1.8M +5,963 +37%
KFS
772
Kurt F. Somerville
$7.54M -$441K -1,459 -6%
IEFM
773
IQ EQ Fund Management
Ireland
$7.53M +$631K +2,086 +11%
LNWWM
774
Laird Norton Wetherby Wealth Management
California
$7.52M +$227K +750 +4%
BCM
775
Bretton Capital Management
California
$7.49M +$1.51M +5,000 +30%

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.