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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
JIC
1176
Joel Isaacson & Co
New York
$2.96M +$838K +2,770 +48%
FB
1177
Fulton Bank
Pennsylvania
$2.96M +$66.5K +220 +3%
TBC
1178
Ted Buchan & Co
California
$2.95M +$362K +1,198 +16%
WWM
1179
Western Wealth Management
Colorado
$2.95M -$94.7K -313 -4%
SLI
1180
Sumitomo Life Insurance
Japan
$2.95M -$83.2K -275 -3%
MMA
1181
Miracle Mile Advisors
California
$2.94M -$991K -3,278 -28%
FFA
1182
Fragasso Financial Advisors
Pennsylvania
$2.93M -$41.4K -137 -2%
MW
1183
Maia Wealth
Colorado
$2.93M +$602K +1,989 +28%
PWM
1184
Perigon Wealth Management
California
$2.92M -$900K -2,977 -26%
FAM
1185
Fulcrum Asset Management
United Kingdom
$2.91M -$1.4M -4,638 -35%
BAM
1186
Berkshire Asset Management
Pennsylvania
$2.91M -$20.6K -68 -0.8%
IFG
1187
Independent Financial Group
California
$2.91M -$545K -1,802 -18%
BA
1188
Bristlecone Advisors
Washington
$2.9M -$183K -604 -7%
SC
1189
Syon Capital
California
$2.89M -$298K -986 -11%
KIC
1190
Kensington Investment Counsel
California
$2.89M +$2.53M +8,365 New
SIAG
1191
Signet Investment Advisory Group
Rhode Island
$2.88M +$274K +905 +12%
VFG
1192
V2 Financial group
Illinois
$2.88M -$91.6K -303 -4%
DC
1193
DeDora Capital
California
$2.88M -$90.7K -300 -3%
CWAG
1194
Compton Wealth Advisory Group
Virginia
$2.88M -$19.7K -65 -0.8%
FLI
1195
Family Legacy Inc
South Carolina
$2.88M +$75.6K +250 +3%
GAA
1196
Global Assets Advisory
Florida
$2.87M +$906K +2,997 +56%
P
1197
Pitcairn
Pennsylvania
$2.87M -$1.72M -5,683 -41%
SMA
1198
Sage Mountain Advisors
Georgia
$2.86M +$610K +2,016 +32%
GI
1199
GS Investments
Minnesota
$2.86M -$864K -2,857 -26%
HIC
1200
Holderness Investments Company
North Carolina
$2.85M -$657K -2,173 -21%

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.