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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
BHA
1076
Beech Hill Advisors
New York
$3.62M +$981K +3,243 +45%
IWM
1077
IHT Wealth Management
Illinois
$3.61M -$281K -930 -8%
JIP
1078
Jaffetilchin Investment Partners
Florida
$3.59M +$318K +1,050 +11%
WBWA
1079
William B. Walkup & Associates
South Carolina
$3.59M +$1.51K +5 +0%
LCM
1080
LRT Capital Management
Texas
$3.57M -$191K -631 -6%
AWM
1081
Avior Wealth Management
Nebraska
$3.57M +$65.9K +218 +2%
AI
1082
Accredited Investors
Minnesota
$3.57M +$262K +865 +9%
SFG
1083
SevenBridge Financial Group
Pennsylvania
$3.56M +$201K +666 +7%
HCA
1084
Harbour Capital Advisors
Virginia
$3.56M -$600K -1,984 -17%
RGF
1085
Retirement Guys Formula
Ohio
$3.55M +$236K +781 +8%
HCMT
1086
Highland Capital Management (Tennessee)
Tennessee
$3.55M -$895K -2,960 -22%
MA
1087
Montag & Associates
Georgia
$3.54M -$191K -632 -6%
KF
1088
KKM Financial
Illinois
$3.54M +$995K +3,291 +47%
VCM
1089
Voleon Capital Management
California
$3.53M -$1.26M -4,151 -29%
MWAM
1090
Manhattan West Asset Management
California
$3.53M +$37.2K +123 +1%
BMWM
1091
Brown Miller Wealth Management
Virginia
$3.51M +$885K +2,925 +40%
PL
1092
Plancorp LLC
Missouri
$3.5M -$528K -1,745 -15%
RRA
1093
Round Rock Advisors
Connecticut
$3.49M +$3.02K +10 +0.1%
MCB
1094
Morton Community Bank
Illinois
$3.47M +$327K +1,082 +12%
HIP
1095
Harrell Investment Partners
Texas
$3.47M -$217K -718 -7%
MPPW
1096
Mitchell & Pahl Private Wealth
Oklahoma
$3.45M +$227K +752 +8%
OL
1097
one8zero8 LLC
North Carolina
$3.45M +$19.7K +65 +0.7%
FFA
1098
First Foundation Advisors
California
$3.44M -$473K -1,564 -14%
AWA
1099
Aaron Wealth Advisors
Illinois
$3.42M +$2.05M +6,794 +218%
WCM
1100
Weik Capital Management
Pennsylvania
$3.41M +$13.3K +44 +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.