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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
LCM
901
Liberty Capital Management
Michigan
$5.44M +$290K +960 +6%
BCM
902
Brasada Capital Management
Texas
$5.42M +$4.64M +15,336 New
BI
903
Ballast Inc
Kentucky
$5.42M +$23.9K +79 +0.5%
FIA
904
FNY Investment Advisers
New York
$5.41M +$3.2M +10,583 +208%
HW
905
Hancock Whitney
Mississippi
$5.4M -$366K -1,211 -7%
IWA
906
Icon Wealth Advisors
Texas
$5.39M -$310K -1,025 -6%
CWM
907
Chronos Wealth Management
Florida
$5.39M -$26.3K -87 -0.6%
MAS
908
Meeder Advisory Services
Ohio
$5.38M +$483K +1,596 +11%
LCM
909
Logan Capital Management
Pennsylvania
$5.38M -$51.7K -171 -1%
GLF
910
Groupe la Francaise
France
$5.36M +$4.56M +15,071 +2,529%
GI
911
GAMMA Investing
California
$5.32M +$1.04M +3,451 +29%
GCC
912
Game Creek Capital
Massachusetts
$5.31M +$2.4M +7,925 +106%
JSSH
913
J. Safra Sarasin Holding
$5.3M +$544K +1,798 +13%
AIA
914
AIMZ Investment Advisors
California
$5.29M +$2.19M +7,247 +90%
Kayne Anderson Rudnick Investment Management
915
Kayne Anderson Rudnick Investment Management
California
$5.27M -$708K -2,340 -13%
LOAMS
916
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.27M +$43.6M +144,128 +340%
BB
917
Busey Bank
Illinois
$5.24M -$42.3K -140 -0.9%
CW
918
CreativeOne Wealth
Kansas
$5.23M +$729K +2,411 +19%
BWA
919
Burt Wealth Advisors
Maryland
$5.23M -$107K -355 -2%
T
920
TOBAM
France
$5.22M -$545K -1,801 -11%
S
921
SimplyRich
California
$5.22M -$1.81K -6 -0%
SWM
922
Segment Wealth Management
Texas
$5.21M -$5.54M -18,316 -55%
GCA
923
Greenwood Capital Associates
South Carolina
$5.2M +$2.1M +6,942 +86%
GIA
924
Gladstone Institutional Advisory
Florida
$5.18M -$160K -529 -3%
RCAP
925
Resolute Capital Asset Partners
Colorado
$5.18M +$4.54M +15,000 New

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.