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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
VAS
976
Vestmark Advisory Solutions
Massachusetts
$4.66M -$180K -595 -4%
LIM
977
Leavell Investment Management
Alabama
$4.65M -$220K -726 -5%
WBC
978
West Branch Capital
Massachusetts
$4.64M +$92.5K +306 +2%
Luther King Capital Management (LKCM)
979
Luther King Capital Management (LKCM)
Texas
$4.59M -$5.56M -18,381 -58%
SIC
980
Sigma Investment Counselors
Michigan
$4.59M -$256K -848 -6%
PCTC
981
Perkins Coie Trust Company
Washington
$4.58M +$315K +1,040 +9%
FRA
982
Frank Rimerman Advisors
California
$4.58M +$1.29M +4,271 +48%
MWM
983
Modera Wealth Management
New Jersey
$4.57M -$298K -986 -7%
RWM
984
Rench Wealth Management
Texas
$4.56M +$161K +531 +4%
MFS
985
Mattson Financial Services
Michigan
$4.55M +$395K +1,306 +11%
PMWMG
986
Parr McKnight Wealth Management Group
Minnesota
$4.55M -$3.81M -12,605 -49%
FHA
987
Flagship Harbor Advisors
Massachusetts
$4.54M +$311K +1,027 +8%
GIC
988
Generali Investments CEE
Czech Republic
$4.52M +$72K +238 +2%
HAS
989
HBW Advisory Services
California
$4.51M +$282K +934 +8%
SG
990
StoneX Group
New York
$4.5M +$990K +3,272 +34%
KA
991
Kerrisdale Advisers
Florida
$4.5M -$8M -26,465 -67%
NAS
992
NWF Advisory Services
California
$4.49M +$3.19M +10,543 +427%
TW
993
TritonPoint Wealth
Maryland
$4.49M -$142K -469 -3%
KFBMI
994
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.49M
IA
995
IFP Advisors
Florida
$4.47M -$2.34M -7,728 -37%
ERIC
996
Eagle Rock Investment Company
Georgia
$4.46M -$1.48M -4,907 -28%
LWMM
997
Legacy Wealth Management (Mississippi)
Mississippi
$4.45M -$623K -2,059 -14%
AF
998
Aviso Financial
Ontario, Canada
$4.45M +$22.1K +73 +0.6%
SSWM
999
Smith Salley Wealth Management
North Carolina
$4.45M +$1.84M +6,079 +89%
NGA
1000
Naples Global Advisors
Florida
$4.43M -$1.21M -3,990 -24%

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.