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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
FWM
1301
Focused Wealth Management
New York
$2.33M +$1.26M +4,175 +162%
OPW
1302
Osprey Private Wealth
New York
$2.33M +$312K +1,030 +18%
LS
1303
Livforsakringsbolaget Skandia
Sweden
$2.32M -$2.69M -8,900 -57%
DW30
1304
Drucker Wealth 3.0
New Jersey
$2.32M +$1.15M +3,800 +131%
MBTD
1305
Mechanics Bank - Trust Department
California
$2.3M -$617K -2,040 -23%
PFBT
1306
Parkside Financial Bank & Trust
Missouri
$2.3M -$123K -408 -6%
COI
1307
Connable Office Inc
Michigan
$2.3M -$25.7K -85 -1%
RA
1308
RFG Advisory
Alabama
$2.28M -$6.64M -21,943 -77%
BWCS
1309
Beirne Wealth Consulting Services
Connecticut
$2.28M +$2M +6,601 New
SSA
1310
Sierra Summit Advisors
Nevada
$2.27M +$1.23M +4,067 +161%
LCM
1311
Legato Capital Management
California
$2.27M +$184K +607 +10%
TAP
1312
Tounjian Advisory Partners
Florida
$2.26M -$3.4M -11,254 -63%
MWM
1313
MFG Wealth Management
Indiana
$2.26M +$1.98M +6,552 New
BFA
1314
Brown Financial Advisors
Ohio
$2.26M +$59.3K +196 +3%
BIG
1315
Brooklyn Investment Group
New York
$2.26M -$74.1K -245 -3%
BWM
1316
BCGM Wealth Management
Indiana
$2.25M +$48.1K +159 +3%
ICP
1317
Impact Capital Partners
Colorado
$2.25M +$60.5K +200 +3%
JCM
1318
Janney Capital Management
Pennsylvania
$2.25M -$36.9K -122 -2%
SFI
1319
SPC Financial Inc
Maryland
$2.24M +$89.2K +295 +5%
CT
1320
Coastline Trust
Rhode Island
$2.24M -$396K -1,310 -17%
PTC
1321
Private Trust Company
Ohio
$2.24M +$145K +481 +8%
BFO
1322
Boston Family Office
Massachusetts
$2.24M +$92.8K +307 +5%
TCCM
1323
Timber Creek Capital Management
Massachusetts
$2.23M +$1.95M +6,449 New
EWA
1324
EverSource Wealth Advisors
Alabama
$2.22M +$194K +640 +11%
HFM
1325
Hartford Financial Management
Connecticut
$2.21M +$141K +465 +8%

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.