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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
SAM
951
Smithbridge Asset Management
Pennsylvania
$4.96M -$2.14M -7,089 -33%
FTWA
952
Fifth Third Wealth Advisors
Ohio
$4.96M -$363K -1,201 -8%
BRWA
953
B. Riley Wealth Advisors
Florida
$4.95M -$162K -536 -4%
LM
954
Lincluden Management
Ontario, Canada
$4.95M -$26K -86 -0.6%
GP
955
Guardian Partners
Canada
$4.93M +$155K +511 +4%
OAM
956
Ostrum Asset Management
France
$4.9M -$595K -1,966 -12%
SIG
957
Sky Investment Group
Connecticut
$4.9M -$41.4K -137 -1%
SBFM
958
S-Bank Fund Management
Finland
$4.86M +$1.19M +3,933 +39%
SDWIA
959
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.83M +$207K +684 +5%
NB
960
NBT Bank
New York
$4.82M -$148K -489 -3%
SWK
961
Stephen W. Kidder
$4.81M -$311K -1,028 -7%
ACM
962
Aljian Capital Management
Nevada
$4.81M -$1.11M -3,677 -21%
PA
963
PFG Advisors
Arizona
$4.81M +$103K +342 +3%
BCM
964
Bayesian Capital Management
New York
$4.8M +$4.2M +13,900 New
FAM
965
Fred Alger Management
New York
$4.8M -$4.76M -15,744 -53%
AIM
966
Acropolis Investment Management
Missouri
$4.8M +$1.54M +5,077 +49%
DAS
967
Dynamic Advisor Solutions
Arizona
$4.78M -$103K -342 -2%
VC
968
Vestor Capital
Illinois
$4.72M +$3.96M +13,098 +2,331%
AO
969
Allen Operations
New York
$4.71M
SF
970
Symphony Financial
Texas
$4.7M -$1.03M -3,414 -20%
PI
971
PFG Investments
New York
$4.69M +$539K +1,782 +15%
PCM
972
Palouse Capital Management
Washington
$4.68M -$36K -119 -0.9%
SAM
973
Sectoral Asset Management
Quebec, Canada
$4.68M -$968K -3,200 -19%
CHAM
974
Clear Harbor Asset Management
Connecticut
$4.68M -$73.5K -243 -2%
CBTWT
975
Community Bank & Trust (Waco, Texas)
Texas
$4.67M -$113K -374 -3%

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.