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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
PCM
1051
Pinnbrook Capital Management
New York
$3.79M +$3.32M +10,974 New
WJWM
1052
Williams Jones Wealth Management
New York
$3.78M -$159K -527 -5%
WPP
1053
Whalerock Point Partners
Rhode Island
$3.78M -$728K -2,406 -18%
NRS
1054
Neville Rodie & Shaw
New York
$3.77M -$1.17M -3,881 -26%
ALAM
1055
Asahi Life Asset Management
Japan
$3.76M -$344K -1,138 -9%
NICM
1056
Neo Ivy Capital Management
New York
$3.75M +$3.28M +10,856 New
LAM
1057
Lountzis Asset Management
Pennsylvania
$3.75M
HSA
1058
HBK Sorce Advisory
Pennsylvania
$3.73M -$336K -1,111 -10%
CP
1059
CenterBook Partners
Connecticut
$3.72M +$2.03M +6,697 +164%
MSAM
1060
Moloney Securities Asset Management
Missouri
$3.72M +$649K +2,147 +25%
CHC
1061
City Holding Co
West Virginia
$3.71M -$1.55M -5,111 -32%
AF
1062
Advisornet Financial
Minnesota
$3.71M -$308K -1,017 -9%
SRC
1063
Shufro Rose & Co
New York
$3.71M -$19.7K -65 -0.9%
PWS
1064
Peloton Wealth Strategists
Indiana
$3.71M -$256K -845 -7%
PL
1065
Perpetual Ltd
Australia
$3.7M -$303K -1,002 -9%
CBT
1066
Central Bank & Trust
Kentucky
$3.7M -$724K -2,393 -18%
BSC
1067
Brown Shipley & Co
United Kingdom
$3.7M -$139K -459 -4%
LA
1068
LexAurum Advisors
Kansas
$3.68M +$376K +1,242 +13%
ZI
1069
ZEGA Investments
Florida
$3.68M -$2.12K -7 -0.1%
ECM
1070
Elgethun Capital Management
South Dakota
$3.67M -$43.2K -143 -1%
FNB
1071
Farmers National Bank
Kentucky
$3.66M -$18.4K -61 -0.6%
VVP
1072
Venture Visionary Partners
Ohio
$3.66M -$2.32M -7,686 -42%
TAM
1073
Trust Asset Management
Texas
$3.66M
Verition Fund Management
1074
Verition Fund Management
Connecticut
$3.66M -$260K -859 -7%
Koshinski Asset Management
1075
Koshinski Asset Management
Illinois
$3.64M -$86.2K -285 -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.