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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
BHWM
1351
Bar Harbor Wealth Management
New Hampshire
$2.1M -$1.31M -4,337 -42%
CWP
1352
Capital Wealth Planning
Florida
$2.1M -$179K -593 -9%
WC
1353
Waterloo Capital
Texas
$2.09M +$161K +531 +10%
TCM
1354
Triumph Capital Management
Colorado
$2.09M +$544K +1,800 +42%
AF
1355
Affiance Financial
Minnesota
$2.08M +$48.1K +159 +3%
MTIC
1356
Missouri Trust & Investment Company
Missouri
$2.08M +$347K +1,146 +24%
VFM
1357
Viking Fund Management
North Dakota
$2.07M
BDS
1358
Banco de Sabadell
Florida
$2.07M -$57.2K -189 -3%
DA
1359
Dover Advisors
Virginia
$2.07M -$4.54K -15 -0.3%
BCM
1360
Birch Capital Management
Texas
$2.07M -$139K -459 -7%
CWM
1361
Circle Wealth Management
New Jersey
$2.06M +$165K +546 +10%
LIG
1362
Lokken Investment Group
Delaware
$2.05M +$961K +3,176 +115%
GFA
1363
Gifford Fong Associates
California
$2.04M
MCA
1364
Magnolia Capital Advisors
Mississippi
$2.04M +$157K +520 +10%
TFA
1365
Teamwork Financial Advisors
Texas
$2.03M +$417K +1,380 +31%
MFG
1366
Magnus Financial Group
New York
$2.03M +$339K +1,122 +24%
SWCM
1367
Sullivan Wood Capital Management
District of Columbia
$2.03M +$1.34M +4,437 +309%
SGI
1368
Summit Global Investments
Utah
$2.03M -$34.8K -115 -2%
HPC
1369
HM Payson & Co
Maine
$2.02M -$802K -2,653 -31%
STB
1370
S&T Bank
Pennsylvania
$2.02M -$355K -1,175 -17%
AAS
1371
Ameritas Advisory Services
Nebraska
$2.02M +$471K +1,558 +36%
AA
1372
Advisory Alpha
Michigan
$2.01M +$60.8K +201 +4%
ATFA
1373
All Terrain Financial Advisors
Minnesota
$2.01M +$425K +1,405 +32%
KCM
1374
Kathmere Capital Management
Pennsylvania
$2.01M +$355K +1,173 +25%
RPCONE
1375
Retirement Planning Company of New England
Rhode Island
$2M +$483K +1,596 +38%

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.