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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
MYLI
1326
Meiji Yasuda Life Insurance
Japan
$2.21M -$67.1K -222 -3%
EP
1327
Edgestream Partners
New Jersey
$2.2M -$5.18M -17,121 -73%
CA
1328
Claro Advisors
Massachusetts
$2.2M +$11.8K +39 +0.6%
FLPIM
1329
F.L. Putnam Investment Management
Massachusetts
$2.2M -$2.13M -7,059 -53%
TFS
1330
Thoroughbred Financial Services
Tennessee
$2.2M +$122K +404 +7%
LWA
1331
Lineweaver Wealth Advisors
Ohio
$2.19M +$69.9K +231 +4%
ANBT
1332
American National Bank & Trust
Texas
$2.18M -$3.58M -11,850 -65%
AHC
1333
Adell Harriman & Carpenter
Texas
$2.18M -$827K -2,734 -30%
BWG
1334
Boomfish Wealth Group
Georgia
$2.17M +$346K +1,143 +22%
RCWM
1335
Royal Capital Wealth Management
Indiana
$2.17M -$48.1K -159 -2%
SIG
1336
Stonegate Investment Group
Alabama
$2.17M -$835K -2,762 -31%
SC
1337
SouthState Corp
Florida
$2.17M -$577K -1,908 -23%
SP
1338
Stonebrook Private
Michigan
$2.16M +$76.5K +253 +4%
LBWM
1339
Left Brain Wealth Management
Illinois
$2.16M -$1.09M -3,620 -37%
RWP
1340
RWA Wealth Partners
Massachusetts
$2.16M -$1.21M -4,017 -39%
GP
1341
Greenline Partners
New York
$2.15M -$153K -505 -7%
LJAC
1342
L.J. Altfest & Co
New York
$2.15M +$642K +2,122 +52%
DSCM
1343
Del-Sette Capital Management
New York
$2.14M +$1.88M +6,203 New
APW
1344
Aventura Private Wealth
Florida
$2.14M +$196K +647 +12%
TWP
1345
Tyche Wealth Partners
Texas
$2.14M +$324K +1,070 +21%
BAAM
1346
Baker Avenue Asset Management
California
$2.14M -$42.9K -142 -2%
AO
1347
Advisor OS
Illinois
$2.13M +$132K +435 +8%
CCB
1348
Country Club Bank
Missouri
$2.13M -$3.75M -12,406 -67%
SWM
1349
Sendero Wealth Management
Texas
$2.11M -$34.5K -114 -2%
GC
1350
Grimes & Company
Massachusetts
$2.11M +$855K +2,826 +86%

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.