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
PIM
776
Penobscot Investment Management
Massachusetts
$7.49M +$1.14M +3,774 +21%
S
777
SignatureFD
Georgia
$7.47M +$1.07M +3,526 +19%
CCA
778
Checchi Capital Advisers
California
$7.45M -$377K -1,245 -5%
BWM
779
Bulltick Wealth Management
Florida
$7.41M -$753K -2,490 -10%
LBC
780
Lowe Brockenbrough & Co
Virginia
$7.36M +$124K +410 +2%
TSW
781
Thompson Siegel & Walmsley
Virginia
$7.33M -$1.57M -5,185 -20%
VF
782
Vest Financial
Virginia
$7.32M +$1.27M +4,191 +25%
SFG
783
Sather Financial Group
Texas
$7.28M +$148K +490 +2%
JWCA
784
J.W. Cole Advisors
Florida
$7.21M +$374K +1,236 +6%
ECM
785
ExodusPoint Capital Management
New York
$7.18M +$4.72M +15,606 +301%
HH
786
Hilltop Holdings
Texas
$7.16M -$204K -675 -3%
HFS
787
Hantz Financial Services
Michigan
$7.15M -$7.51M -24,838 -55%
KA
788
Kovack Advisors
Florida
$7.12M -$752K -2,487 -11%
SLWA
789
San Luis Wealth Advisors
California
$7.03M +$6.16M +20,367 New
HIA
790
Harbor Investment Advisory
Maryland
$7.03M -$2.11M -6,986 -26%
GWM
791
Greenwich Wealth Management
Connecticut
$6.95M +$91.3K +302 +2%
LDB
792
Lee, Danner & Bass
Tennessee
$6.93M +$279K +923 +5%
CG
793
Caprock Group
Idaho
$6.93M +$6.76M +22,363 New
AP
794
Archon Partners
New Jersey
$6.91M +$6.05M +20,000 New
CIA
795
Capital Investment Advisors
Georgia
$6.88M -$143K -472 -2%
ECM
796
Evergreen Capital Management
Washington
$6.86M +$825K +2,729 +16%
VA
797
VestGen Advisors
Illinois
$6.85M +$3.4M +11,254 +131%
CGH
798
Crossmark Global Holdings
Texas
$6.84M -$211K -698 -3%
PC
799
Permanens Capital
New York
$6.83M +$4.01M +13,247 +203%
AG
800
AlTi Global
New York
$6.82M +$2.75M +9,082 +85%

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.