We are live on ! Find out more
UNH icon

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
PT
1201
Plimoth Trust
Massachusetts
$2.85M -$52K -172 -2%
AFCM
1202
Applied Finance Capital Management
Puerto Rico
$2.83M +$2.48M +8,200 New
HCM
1203
Hillman Capital Management
Maryland
$2.82M +$2.47M +8,181 New
EWM
1204
Empirical Wealth Management
Washington
$2.82M -$1.11M -3,686 -31%
TAA
1205
TB Alternative Assets
Cayman Islands
$2.82M -$2.63M -8,696 -52%
PS
1206
Pensionfund Sabic
Netherlands
$2.81M
KA
1207
Kintegral Advisory
New York
$2.81M -$10.9K -36 -0.4%
CIP
1208
Capital Insight Partners
Arizona
$2.81M -$231K -764 -9%
USWG
1209
U.S. Wealth Group
New York
$2.8M +$1.12M +3,716 +84%
PFA
1210
Pathway Financial Advisers
Indiana
$2.8M +$297K +983 +14%
ADL
1211
Asset Dedication LLC
California
$2.79M -$323K -1,068 -12%
RBA
1212
Richard Bernstein Advisors
New York
$2.78M -$3.66M -12,100 -60%
KCM
1213
Kempner Capital Management
Texas
$2.77M -$2.09M -6,895 -46%
BMCM
1214
Burns Matteson Capital Management
New York
$2.77M +$2.42M +8,017 New
SCM
1215
Schnieders Capital Management
California
$2.76M -$935K -3,092 -28%
PAS
1216
Parsonex Advisory Services
Colorado
$2.75M +$1.85M +6,112 +331%
ICP
1217
Interchange Capital Partners
Pennsylvania
$2.75M +$400K +1,324 +20%
IBOK
1218
Independence Bank of Kentucky
Kentucky
$2.74M +$82.9K +274 +4%
CAM
1219
Cidel Asset Management
Ontario, Canada
$2.73M +$424K +1,403 +22%
CRC
1220
Curi RMB Capital
Illinois
$2.73M -$46.9K -155 -2%
PCA
1221
Pallas Capital Advisors
Massachusetts
$2.73M +$431K +1,424 +22%
CT
1222
Caldwell Trust
Florida
$2.73M -$1.99M -6,582 -45%
GWM
1223
Geneos Wealth Management
Colorado
$2.73M -$884K -2,924 -27%
KF
1224
Krilogy Financial
Missouri
$2.73M +$2.52M +8,323 New
FFS
1225
Fischer Financial Services
Pennsylvania
$2.73M -$71.7K -237 -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.