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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
ACM
801
Advisors Capital Management
New Jersey
$6.81M -$44.8K -148 -0.7%
MJP
802
Michael J. Puzo
$6.77M +$893K +2,952 +18%
BCB
803
Brian C. Broderick
$6.76M -$841K -2,781 -12%
PJSIMP
804
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.72M -$364K -1,205 -6%
SFO
805
Stenger Family Office
Illinois
$6.7M +$226K +748 +4%
BHCM
806
Brevan Howard Capital Management
Jersey
$6.69M -$17.3M -57,207 -75%
BP
807
BNP Paribas
France
$6.68M +$2.67M +8,843 +84%
TWM
808
Tradition Wealth Management
Minnesota
$6.65M +$534K +1,764 +10%
AAMU
809
APG Asset Management US
New York
$6.65M
CCP
810
Clough Capital Partners
Massachusetts
$6.63M -$23.5M -77,581 -80%
EW
811
Evoke Wealth
California
$6.62M +$259K +856 +5%
HVIA
812
Hudson Valley Investment Advisors
New York
$6.6M -$82.6K -273 -1%
WTC
813
WhitTier Trust Company
Nevada
$6.58M -$653K -2,158 -11%
YIA
814
YHB Investment Advisors
Connecticut
$6.58M -$3.19M -10,550 -36%
BAM
815
Bell Asset Management
Australia
$6.57M -$2.71M -8,953 -32%
CI
816
Ceera Investments
Texas
$6.57M +$5.76M +19,029 New
Two Sigma Investments
817
Two Sigma Investments
New York
$6.57M -$223M -737,479 -97%
CIG
818
Cullen Investment Group
Louisiana
$6.57M +$867K +2,866 +19%
ACG
819
Allen Capital Group
Nebraska
$6.5M +$796K +2,633 +16%
SF
820
Summit Financial
New Jersey
$6.49M +$657K +2,171 +13%
UAM
821
Unison Asset Management
Florida
$6.48M
PIM
822
Plato Investment Management
Australia
$6.47M -$120K -397 -2%
FMTC
823
Farmers & Merchants Trust Company
California
$6.46M -$21.5K -71 -0.4%
SCA
824
Stokes Capital Advisors
South Carolina
$6.45M -$2.42K -8 -0%
HIP
825
HUB Investment Partners
Texas
$6.4M -$708K -2,342 -11%

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.