We are live on ! Find out more
UNH icon

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
APP
1376
Avantax Planning Partners
Iowa
$2M +$445K +1,472 +34%
CI
1377
Cherokee Insurance
Michigan
$2M
WA
1378
Wealth Architects
California
$2M -$60.5K -200 -3%
TC
1379
TownSquare Capital
Utah
$1.99M -$316K -1,046 -15%
EWM
1380
Evergreen Wealth Management
Michigan
$1.98M +$771K +2,548 +80%
CB
1381
Community Bank
New York
$1.98M -$189K -625 -10%
LFG
1382
Larson Financial Group
Missouri
$1.98M -$305K -1,010 -15%
CWP
1383
Cyndeo Wealth Partners
Florida
$1.98M -$54.7K -181 -3%
AWA
1384
Arete Wealth Advisors
Illinois
$1.97M -$320K -1,057 -16%
CCM
1385
Cinctive Capital Management
New York
$1.96M +$1.72M +5,689 New
MAM
1386
Mystic Asset Management
Rhode Island
$1.96M +$172K +568 +11%
KAS
1387
KPP Advisory Services
Kentucky
$1.96M +$113K +374 +7%
TFP
1388
Tilia Fiduciary Partners
North Carolina
$1.96M +$587K +1,940 +52%
SW
1389
SlateStone Wealth
Florida
$1.95M -$476K -1,574 -22%
OTL
1390
Oak Thistle LLC
New York
$1.95M +$752K +2,487 +79%
JSW
1391
Journey Strategic Wealth
New Jersey
$1.95M -$606K -2,005 -26%
SWA
1392
Stratos Wealth Advisors
Ohio
$1.94M +$283K +935 +20%
SIC
1393
Samalin Investment Counsel
New York
$1.94M +$464K +1,535 +38%
CMAI
1394
Capital Management Associates Inc
Minnesota
$1.94M +$68.4K +226 +4%
EWM
1395
Elmwood Wealth Management
California
$1.94M +$66.5K +220 +4%
IC
1396
Inscription Capital
Texas
$1.93M +$401K +1,325 +31%
KIM
1397
Kestra Investment Management
Texas
$1.93M -$4.5M -14,893 -73%
TP
1398
Tranquility Partners
Tennessee
$1.92M -$923K -3,053 -35%
RMDI
1399
R.M. Davis Inc
Maine
$1.92M -$2.83M -9,343 -63%
HNW
1400
High Note Wealth
Minnesota
$1.91M +$38.7K +128 +2%

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.