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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
MA
826
Mutual Advisors
Nebraska
$6.39M -$1.06M -3,492 -16%
FFA
827
Farther Finance Advisors
California
$6.37M +$706K +2,333 +14%
AWM
828
Axxcess Wealth Management
California
$6.32M -$490K -1,621 -8%
RS
829
Robeco Schweiz
Switzerland
$6.31M -$564K -1,864 -9%
MIA
830
MMBG Investment Advisors
Florida
$6.3M +$951K +3,145 +21%
B
831
Bensler
Washington
$6.3M +$430K +1,422 +8%
GT
832
Greenleaf Trust
Michigan
$6.28M +$178K +588 +3%
CNBTD
833
Citizens National Bank Trust Department
Mississippi
$6.22M -$55K -182 -1%
RC
834
Roundview Capital
New Jersey
$6.2M +$626K +2,070 +13%
TS
835
Triglav Skladi
Slovenia
$6.2M +$3.58M +11,830 +193%
RWM
836
Ritholtz Wealth Management
New York
$6.2M +$1.19M +3,943 +28%
IAN
837
Integrated Advisors Network
Texas
$6.2M +$3.09M +10,211 +132%
AM
838
AGF Management
Ontario, Canada
$6.19M -$6.65K -22 -0.1%
VFM
839
Vision Financial Markets
Connecticut
$6.18M +$3.69M +12,200 +214%
SSG
840
Summit Securities Group
New York
$6.17M +$4.48M +14,808 +482%
LNB
841
Ledyard National Bank
$6.15M +$105K +347 +2%
APM
842
Avidity Partners Management
Texas
$6.15M -$4.29M -14,200 -44%
BCM
843
Brookstone Capital Management
Illinois
$6.12M +$140K +464 +3%
NP
844
NorthRock Partners
Minnesota
$6.11M +$1.82M +6,034 +52%
ITC
845
Inspire Trust Company
Nevada
$6.11M +$817K +2,700 +18%
BPC
846
Bearing Point Capital
Minnesota
$6.07M +$145K +479 +3%
CA
847
Clearstead Advisors
Ohio
$6.03M -$288K -952 -5%
SWM
848
Spire Wealth Management
Virginia
$6.01M +$244K +807 +5%
LSPW
849
Lake Street Private Wealth
Illinois
$6.01M +$53.5K +177 +1%
FIA
850
Foundations Investment Advisors
Arizona
$5.99M -$13.2M -43,691 -72%

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.