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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
SIC
1226
Shoker Investment Counsel
Ohio
$2.73M +$2.39M +7,893 New
NIM
1227
Nicollet Investment Management
Minnesota
$2.71M -$88.3K -292 -4%
QI
1228
Qtron Investments
Massachusetts
$2.71M -$465K -1,536 -16%
ECM
1229
English Capital Management
Michigan
$2.71M
RHIG
1230
R.H. Investment Group
Arizona
$2.69M +$198K +655 +9%
NFSG
1231
Newbridge Financial Services Group
Florida
$2.68M +$412K +1,363 +21%
CCAM
1232
Cascades Capital Asset Management
North Carolina
$2.67M -$5.44K -18 -0.2%
IB
1233
Intrust Bank
Kansas
$2.67M +$24.5K +81 +1%
CP
1234
Castleview Partners
Texas
$2.66M +$1.77M +5,855 +318%
CAM
1235
Carret Asset Management
New York
$2.64M -$68K -225 -3%
FDS
1236
First Dallas Securities
Texas
$2.64M +$2.31M +7,641 New
SIM
1237
Studio Investment Management
Illinois
$2.63M +$60.8K +201 +3%
PDL
1238
Portfolio Design Labs
California
$2.63M +$1.23M +4,076 +115%
FFS
1239
Flavin Financial Services
Florida
$2.63M +$795K +2,629 +53%
BCM
1240
Becker Capital Management
Oregon
$2.62M -$116K -384 -5%
BDFN
1241
Bond & Devick Financial Network
Minnesota
$2.61M -$95.9K -317 -4%
CF
1242
Centaurus Financial
California
$2.61M -$2.54M -8,390 -53%
TPCW
1243
TD Private Client Wealth
New York
$2.6M +$106K +352 +5%
UIA
1244
Ulland Investment Advisors
Minnesota
$2.6M +$27.2K +90 +1%
DRD
1245
Dennis R. Delaney
$2.6M -$413K -1,364 -15%
SAM
1246
Smartleaf Asset Management
Massachusetts
$2.6M +$575K +1,900 +34%
HCM
1247
Howard Capital Management
Georgia
$2.6M +$72.6K +240 +3%
SJL
1248
Shayne & Jacobs LLC
Tennessee
$2.59M -$10.6K -35 -0.5%
BOC
1249
Barbara Oil Co
Illinois
$2.59M -$1.21M -4,000 -35%
MLFP
1250
MPS Loria Financial Planners
Illinois
$2.59M +$62.6K +207 +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.