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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
WC
876
Winmill & Co
New York
$5.69M
PWP
877
Principle Wealth Partners
Connecticut
$5.68M +$819K +2,709 +20%
BM
878
Bridger Management
New York
$5.68M +$4.98M +16,450 New
VWM
879
Venturi Wealth Management
Texas
$5.68M +$1.35M +4,460 +37%
B
880
Bellecapital
Switzerland
$5.68M +$11.2K +37 +0.2%
SPC
881
Sigma Planning Corp
Michigan
$5.66M +$232K +767 +5%
LGWM
882
Litman Gregory Wealth Management
California
$5.64M -$2.21M -7,317 -31%
TCBWMS
883
Texas Capital Bank Wealth Management Services
Texas
$5.64M +$136K +449 +3%
MAM
884
Morse Asset Management
Connecticut
$5.62M -$214K -709 -4%
KFP
885
KMG Fiduciary Partners
Ohio
$5.62M +$418K +1,383 +9%
CWM
886
Chemistry Wealth Management
New York
$5.59M +$1.82M +6,022 +59%
RS
887
Rakuten Securities
Japan
$5.59M +$2.23M +7,375 +84%
BP
888
Ballentine Partners
Massachusetts
$5.58M -$24.2K -80 -0.5%
GAM
889
Griffin Asset Management
New York
$5.55M +$641K +2,120 +15%
MWM
890
Mission Wealth Management
California
$5.54M -$393K -1,300 -7%
BEC
891
Blue Edge Capital
Virginia
$5.53M -$190K -627 -4%
DJSG
892
D.J. St. Germain
Massachusetts
$5.51M -$118K -390 -2%
BCV
893
Banque Cantonale Vaudoise
Switzerland
$5.51M -$352K -1,165 -7%
FPAS
894
Focus Partners Advisor Solutions
Missouri
$5.5M +$2.19M +7,252 +79%
GCM
895
Genus Capital Management
British Columbia, Canada
$5.5M +$4.82M +15,921 New
SC
896
Stolper & Co
Oklahoma
$5.5M +$302 +1 +0%
GAG
897
GM Advisory Group
New York
$5.47M -$501K -1,656 -9%
WPC
898
Wedmont Private Capital
Pennsylvania
$5.47M +$1.21M +4,011 +36%
AF
899
Alerus Financial
North Dakota
$5.46M -$1.23M -4,051 -20%
PA
900
Profund Advisors
Maryland
$5.44M +$32.4K +107 +0.7%

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.