We are live on ! Find out more
UNH icon

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
BSG
1001
Black Swift Group
Colorado
$4.42M +$3.87M +12,800 New
CPC
1002
CFC Planning Company
Indiana
$4.41M +$3.86M +12,764 New
MWA
1003
Meridian Wealth Advisors
Texas
$4.4M -$187K -617 -5%
BPWM
1004
Badgley Phelps Wealth Managers
Washington
$4.39M -$1.18M -3,901 -23%
JFGIW
1005
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.35M -$1.42M -4,707 -27%
CCM
1006
Collar Capital Management
Wisconsin
$4.35M +$3.81M +12,590 New
SLFPAM
1007
St. Louis Financial Planners Asset Management
Missouri
$4.33M +$3.79M +12,542 New
NED
1008
Nancy E. Dempze
$4.33M +$1.14M +3,779 +43%
CPBTD
1009
Central Pacific Bank - Trust Division
Hawaii
$4.32M +$2.63M +8,703 +228%
MAMNY
1010
Marathon Asset Management (New York)
New York
$4.32M +$3.02M +10,000 +400%
IAIM
1011
International Assets Investment Management
Florida
$4.31M -$63.5M -210,000 -94%
KI
1012
Keystone Investors
Singapore
$4.3M +$3.77M +12,450 New
MCC
1013
Money Concepts Capital
Florida
$4.27M +$1.39M +4,600 +59%
JRP
1014
Jasper Ridge Partners
California
$4.27M
MS
1015
Marshall & Sullivan
Washington
$4.22M +$90.1K +298 +2%
ACM
1016
Aurdan Capital Management
Pennsylvania
$4.22M -$1.1M -3,636 -23%
GIM
1017
Generali Investments Management
Slovenia
$4.19M +$1.22M +4,020 +49%
M
1018
MATAURO
New York
$4.19M +$2.85M +9,419 +348%
VHAM
1019
Van Hulzen Asset Management
California
$4.18M +$1.98M +6,548 +118%
FA
1020
Fiduciary Alliance
South Carolina
$4.18M -$630K -2,082 -15%
ETC
1021
Exchange Traded Concepts
Oklahoma
$4.18M +$2.39M +7,914 +189%
PAP
1022
Persistent Asset Partners
Hong Kong
$4.17M +$3.65M +12,063 New
SAG
1023
SageView Advisory Group
California
$4.16M +$1.26M +4,171 +53%
TL
1024
Tradewinds LLC
North Carolina
$4.16M +$3.64M +12,043 New
DWM
1025
Diversify Wealth Management
Utah
$4.16M +$267K +884 +8%

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.