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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
FFG
1251
Floyd Financial Group
Missouri
$2.58M +$1.11M +3,659 +104%
PWAM
1252
Pinnacle West Asset Management
Wyoming
$2.58M +$78K +258 +4%
WWM
1253
WT Wealth Management
Arizona
$2.57M -$108K -358 -5%
VNA
1254
Valley National Advisers
Pennsylvania
$2.57M +$1.93M +6,375 +592%
PFW
1255
Petros Family Wealth
Minnesota
$2.57M -$311K -1,029 -12%
EFMC
1256
Empire Financial Management Company
New York
$2.56M +$878K +2,902 +64%
MMG
1257
Monetary Management Group
Missouri
$2.56M -$454K -1,500 -17%
GS
1258
GWN Securities
Florida
$2.56M -$1.77M -5,860 -45%
PWMAG
1259
Pinnacle Wealth Management Advisory Group
New Jersey
$2.55M -$193K -638 -8%
TFIPS
1260
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.55M +$429K +1,420 +24%
BTI
1261
Blue Trust Inc
Georgia
$2.54M -$174K -575 -7%
NCM
1262
Narwhal Capital Management
Georgia
$2.54M -$2.05M -6,770 -48%
V
1263
ViaWealth
Kansas
$2.53M -$24.2K -80 -1%
TAIM
1264
Te Ahumairangi Investment Management
New Zealand
$2.52M -$61.4K -203 -3%
SQA
1265
Simon Quick Advisors
New Jersey
$2.51M +$27.2K +90 +1%
CA
1266
CWC Advisors
Oregon
$2.51M +$879K +2,907 +67%
JC
1267
JB Capital
Connecticut
$2.51M +$1.51K +5 +0.1%
ICM
1268
IMS Capital Management
Oregon
$2.51M +$155K +511 +8%
OC
1269
Oakworth Capital
Alabama
$2.51M +$3.33K +11 +0.2%
CI
1270
CX Institutional
Indiana
$2.49M -$3.99M -13,196 -65%
CCMG
1271
Clark Capital Management Group
Pennsylvania
$2.49M -$41.2M -136,269 -95%
OIA
1272
Optimum Investment Advisors
Illinois
$2.48M -$22.1K -73 -1%
MMPW
1273
Mitchell McLeod Pugh & Williams
Alabama
$2.48M -$605 -2 -0%
FCM
1274
Fairbanks Capital Management
California
$2.47M +$517K +1,709 +31%
CFCI
1275
Comprehensive Financial Consultants Institutional
Indiana
$2.47M +$98.9K +327 +5%

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.