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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
CWM
1101
Calamos Wealth Management
Illinois
$3.4M +$219K +723 +8%
CC
1102
Constitution Capital
Connecticut
$3.39M +$945K +3,125 +47%
DIA
1103
Dana Investment Advisors
Wisconsin
$3.39M -$8.88M -29,372 -75%
MNBTD
1104
Moody National Bank Trust Division
Texas
$3.39M +$304K +1,006 +11%
SWP
1105
Sagespring Wealth Partners
Tennessee
$3.39M -$42.6K -141 -1%
GMA
1106
Glassy Mountain Advisors
Maryland
$3.38M +$1.19M +3,928 +67%
CT
1107
Chicago Trust
Illinois
$3.36M -$282K -931 -9%
I
1108
INVST
Indiana
$3.36M +$18.4K +61 +0.6%
SIC
1109
Salem Investment Counselors
North Carolina
$3.36M -$1.97M -6,505 -40%
GSC
1110
G&S Capital
Colorado
$3.35M +$2.94M +9,709 New
EA
1111
Eclectic Associates
California
$3.35M -$302 -1 -0%
BHPW
1112
Beverly Hills Private Wealth
California
$3.35M -$135K -448 -4%
PCM
1113
Penserra Capital Management
California
$3.35M +$32.4K +107 +1%
JHCP
1114
Jackson Hole Capital Partners
Oklahoma
$3.34M -$240K -792 -8%
AIM
1115
AMI Investment Management
Indiana
$3.33M +$359K +1,188 +14%
FCP
1116
Fidelis Capital Partners
Florida
$3.33M +$304K +1,006 +12%
CIC
1117
Chilton Investment Company
Connecticut
$3.32M -$8.67M -28,679 -75%
CPIG
1118
Chicago Partners Investment Group
Illinois
$3.31M +$1.33M +4,398 +95%
JF
1119
Jump Financial
Illinois
$3.31M +$2.53M +8,374 +694%
PPW
1120
PACK Private Wealth
Minnesota
$3.3M
CIAS
1121
Capital Investment Advisory Services
North Carolina
$3.3M +$632K +2,090 +28%
NSEDCP
1122
NJ State Employees Deferred Compensation Plan
New Jersey
$3.28M
MPWT
1123
MassMutual Private Wealth & Trust
Connecticut
$3.28M -$1.33M -4,395 -32%
TA
1124
TKG Advisors
Indiana
$3.28M +$2.87M +9,488 New
SW
1125
Simplicity Wealth
New Jersey
$3.26M -$2.91M -9,630 -50%

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.