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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
1026
Silvercrest Asset Management
New York
$4.16M -$716K -2,367 -16%
SGH
1027
Sivik Global Healthcare
Connecticut
$4.14M -$907K -3,000 -20%
AA
1028
ALPS Advisors
Colorado
$4.12M -$4.2M -13,891 -54%
SFS
1029
Sowell Financial Services
Arkansas
$4.11M +$1.84M +6,096 +105%
LFP
1030
Leeward Financial Partners
Washington
$4.11M +$123K +408 +4%
FMI
1031
F/M Investments
District of Columbia
$4.06M +$842K +2,785 +31%
GRP
1032
Global Retirement Partners
California
$4.05M -$532K -1,759 -13%
MMC
1033
Mizuho Markets Cayman
Cayman Islands
$4.05M +$2.4M +7,928 +209%
BIM
1034
Brentview Investment Management
Illinois
$4.03M +$129K +426 +4%
PA
1035
Procyon Advisors
Connecticut
$4.03M +$110K +363 +3%
WANY
1036
Wealthspire Advisors (New York)
New York
$4.01M -$445K -1,472 -11%
ELI
1037
Empire Life Investments
Ontario, Canada
$4M +$1.05M +3,483 +43%
WI
1038
Westbourne Investments
Virginia
$3.98M +$3.53M +11,660 New
BONST
1039
Bank of Nova Scotia Trust
Ontario, Canada
$3.98M -$135K -446 -4%
CWMK
1040
Caliber Wealth Management (Kansas)
Kansas
$3.97M +$341K +1,126 +11%
BFM
1041
Boothbay Fund Management
New York
$3.95M +$717K +2,371 +26%
CSP
1042
Cary Street Partners
Virginia
$3.88M -$730K -2,414 -18%
RIL
1043
Rothschild Investment LLC
Illinois
$3.86M +$88K +291 +3%
MSFP
1044
Mark Sheptoff Financial Planning
Connecticut
$3.86M +$414K +1,369 +14%
GT
1045
Glenview Trust
Kentucky
$3.86M -$1.29M -4,265 -28%
CT
1046
Colonial Trust
South Carolina
$3.84M -$1.17M -3,885 -26%
WP
1047
WealthShield Partners
North Carolina
$3.83M +$325K +1,076 +11%
EB
1048
Eastern Bank
Massachusetts
$3.83M -$2.69M -8,878 -44%
TAM
1049
Titleist Asset Management
Texas
$3.81M +$514K +1,699 +18%
FIB
1050
First Interstate Bank
Montana
$3.8M -$12.4K -41 -0.4%

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.