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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
USPCM
926
Union Square Park Capital Management
New York
$5.18M +$4.54M +15,000 New
EARNEST Partners
927
EARNEST Partners
Georgia
$5.17M -$146K -483 -3%
MSWM
928
Mader & Shannon Wealth Management
Missouri
$5.16M +$74.1K +245 +2%
CMI
929
Clare Market Investments
Texas
$5.16M -$797K -2,634 -15%
SW
930
SVB Wealth
Massachusetts
$5.14M -$855K -2,826 -16%
HWAM
931
Hennion & Walsh Asset Management
New Jersey
$5.14M +$168K +555 +4%
TCWA
932
Turtle Creek Wealth Advisors
Texas
$5.14M -$2.52M -8,324 -36%
LPT
933
Legacy Private Trust
Wisconsin
$5.12M +$1.22M +4,033 +37%
LAM
934
Lynch Asset Management
Pennsylvania
$5.11M +$90.7K +300 +2%
HI
935
Harbour Investments
Wisconsin
$5.1M -$279K -923 -6%
KCPT
936
Kingstone Capital Partners Texas
Texas
$5.1M +$4.46M +14,763 New
SAM
937
Shell Asset Management
Netherlands
$5.1M -$15.8M -52,151 -78%
HTIM
938
Harbour Trust & Investment Management
Indiana
$5.08M -$242K -800 -5%
ANTB
939
AMG National Trust Bank
Colorado
$5.05M -$93.5K -309 -2%
GIA
940
GHP Investment Advisors
Colorado
$5.03M -$204K -674 -4%
SI
941
Sava Infond
Slovenia
$5.03M +$2.71M +8,970 +160%
ACP
942
Aviance Capital Partners
Florida
$5.03M +$4.07M +13,444 +1,197%
ECM
943
Element Capital Management
New York
$5.02M +$4.4M +14,532 New
SCP
944
Sandhill Capital Partners
New York
$5.02M -$4.54K -15 -0.1%
BFG
945
Berger Financial Group
Minnesota
$5.01M +$4.39M +14,523 New
WIS
946
Wright Investors Service
Connecticut
$5.01M +$541K +1,788 +14%
SP
947
Saranac Partners
$5M +$489K +1,617 +13%
VIA
948
Victrix Investment Advisors
Florida
$4.99M +$2.09M +6,916 +92%
SC
949
Skylands Capital
Wisconsin
$4.98M +$2.03M +6,715 +87%
AP
950
Americana Partners
Texas
$4.97M +$3.24M +10,702 +290%

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.