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UnitedHealth

3,295 hedge funds and large institutions have $248B invested in UnitedHealth in 2025 Q4 according to their latest regulatory filings, with 414 funds opening new positions, 1,116 increasing their positions, 1,495 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 414 | Existing positions closed: 213

19% more call options, than puts

Call options by funds: $20.7B | Put options by funds: $17.4B

4% more funds holding

Funds holding: 3,1593,295 (+136)

1.94% more ownership

Funds ownership: 81.06%83% (+1.9%)

2% less capital invested

Capital invested by funds: $253B → $248B (-$5.17B)

21% less funds holding in top 10

Funds holding in top 10: 9978 (-21)

25% less repeat investments, than reductions

Existing positions increased: 1,116 | Existing positions reduced: 1,495

Holders
3,295
Holders Change
+136
Holders Change %
+4.31%
% of All Funds
40.07%
Holding in Top 10
78
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-21.21%
% of All Funds
0.95%
New
414
Increased
1,116
Reduced
1,495
Closed
213
Calls
$20.7B
Puts
$17.4B
Net Calls
+$3.33B
Net Calls Change
-$593M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
1201
Pinnacle Wealth Management Advisory Group
New Jersey
$2.72M +$287K +846 +11%
DFG
1202
Delphi Financial Group
Delaware
$2.72M +$2.79M +8,240 New
TPA
1203
Trivium Point Advisory
Connecticut
$2.72M -$405K -1,195 -13%
IAS
1204
Insigneo Advisory Services
Florida
$2.71M -$165K -488 -6%
CWAG
1205
Compton Wealth Advisory Group
Virginia
$2.7M -$50.5K -149 -2%
NICM
1206
Neo Ivy Capital Management
New York
$2.7M -$909K -2,683 -25%
PS
1207
Pensionfund Sabic
Netherlands
$2.69M
GS
1208
GWN Securities
Florida
$2.69M +$284K +839 +12%
EFS
1209
Essex Financial Services
Connecticut
$2.68M -$205K -605 -7%
RHIG
1210
R.H. Investment Group
Arizona
$2.68M +$102K +300 +4%
RMC
1211
Resources Management Corp
Connecticut
$2.67M -$247K -728 -8%
NFSG
1212
Newbridge Financial Services Group
Florida
$2.67M +$109K +323 +4%
HSA
1213
HBK Sorce Advisory
Pennsylvania
$2.66M -$238K -701 -7%
PFA
1214
Pathway Financial Advisers
Indiana
$2.65M -$55.6K -164 -2%
USWG
1215
U.S. Wealth Group
New York
$2.65M -$27.4K -81 -1%
SC
1216
Skylands Capital
Wisconsin
$2.65M -$2.17M -6,410 -44%
FCM
1217
Fairbanks Capital Management
California
$2.64M +$285K +840 +12%
TIM
1218
Titan Investment Management
Indiana
$2.64M +$2.71M +8,002 New
KA
1219
Kintegral Advisory
New York
$2.62M -$73.5K -217 -3%
IB
1220
Intrust Bank
Kansas
$2.61M +$62.4K +184 +2%
DC
1221
DeDora Capital
California
$2.59M -$167K -494 -6%
ECM
1222
English Capital Management
Michigan
$2.59M
PCA
1223
Pallas Capital Advisors
Massachusetts
$2.59M -$25.1K -74 -0.9%
NIM
1224
Nicollet Investment Management
Minnesota
$2.58M -$7.79K -23 -0.3%
GI
1225
GS Investments
Minnesota
$2.58M -$153K -451 -5%

UNH Hedge Fund Activity: Q4 2025 in Review

3,295 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q4 2025, worth a combined $248B — down 2% from $253B a quarter earlier.

Buyers outnumbered sellers: 414 funds opened new UNH positions and 213 closed out — a net gain of 201 holders — while 1,116 added to existing stakes and 1,495 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $817M. The largest seller was Capital Research Global Investors, cutting an estimated $2.3B.

  • 3,295 institutional investors held UnitedHealth (UNH) as of Q4 2025, up from 3,159 in Q3 2025.
  • Funds reported $248B of UnitedHealth stock for Q4 2025, down 2% quarter-over-quarter.
  • 414 funds opened new UnitedHealth positions in Q4 2025 and 213 closed out, a net change of +201 holders.
  • The largest UnitedHealth buyer in Q4 2025 was T. Rowe Price Investment Management, an estimated $817M added.
  • The largest UnitedHealth seller in Q4 2025 was Capital Research Global Investors, an estimated $2.3B sold.

Based on aggregated 13F filings for Q4 2025.