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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
CA
1151
Cullinan Associates
Kentucky
$3.1M -$430K -1,421 -14%
VWA
1152
Visionary Wealth Advisors
Illinois
$3.1M +$262K +866 +11%
MFS
1153
Mirabella Financial Services
United Kingdom
$3.1M +$732K +2,420 +37%
WAP
1154
Wealthcare Advisory Partners
Pennsylvania
$3.09M +$129K +428 +5%
CWS
1155
Confluence Wealth Services
Pennsylvania
$3.08M +$553K +1,830 +26%
CRI
1156
Commonwealth Retirement Investments
Virginia
$3.07M -$420K -1,388 -14%
FMB
1157
Field & Main Bank
Kentucky
$3.07M -$605K -1,999 -18%
KI
1158
Kapitalo Investimentos
Brazil
$3.06M +$2.68M +8,873 New
KWA
1159
Kingswood Wealth Advisors
California
$3.06M +$587K +1,941 +28%
CI
1160
Cigna Investments
Connecticut
$3.06M -$28.7K -95 -1%
RMC
1161
Resources Management Corp
Connecticut
$3.05M -$1.47M -4,864 -36%
AFG
1162
Atomi Financial Group
New York
$3.04M +$516K +1,706 +24%
GW
1163
Griffith & Werner
Georgia
$3.04M +$2.86M +9,450 New
CAM
1164
Cypress Asset Management
Texas
$3.03M -$384K -1,271 -13%
Blackstone Inc
1165
Blackstone Inc
New York
$3.02M -$7.56M -24,999 -74%
EMB
1166
Elefante Mark B
$3.02M +$698K +2,309 +36%
CCWM
1167
Cassaday & Co Wealth Management
Virginia
$3.02M -$7.26K -24 -0.3%
SFFS
1168
Stonehage Fleming Financial Services
Jersey
$3.02M -$113K -375 -4%
EFS
1169
Essex Financial Services
Connecticut
$3.01M -$240K -792 -8%
IAS
1170
Insigneo Advisory Services
Florida
$3M +$200K +660 +8%
LSIA
1171
LaSalle St. Investment Advisors
Illinois
$3M +$603K +1,995 +30%
PCG
1172
Prosperity Consulting Group
Maryland
$2.98M -$595K -1,967 -19%
TCOV
1173
Trust Company of Vermont
Vermont
$2.98M -$1.24M -4,108 -32%
PCP
1174
Pacific Capital Partners
$2.98M +$1.17M +3,875 +82%
FGA
1175
Fortis Group Advisors
New Jersey
$2.98M +$47.5K +157 +2%

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.