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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
MTC
1401
Matrix Trust Company
Colorado
$1.91M -$119K -393 -7%
LCM
1402
Lazari Capital Management
California
$1.91M +$624K +2,064 +60%
TSWM
1403
Triangle Securities Wealth Management
North Carolina
$1.9M -$65.9K -218 -4%
MCM
1404
Manchester Capital Management
Vermont
$1.9M +$140K +464 +9%
FNBOO
1405
First National Bank of Omaha
Nebraska
$1.9M -$2.84M -9,406 -63%
AC
1406
Avestar Capital
New York
$1.9M +$389K +1,285 +31%
MYIA
1407
Mount Yale Investment Advisors
Colorado
$1.89M -$4.13M -13,666 -71%
PHS
1408
Pekin Hardy Strauss
Illinois
$1.88M +$667K +2,204 +68%
TCOT
1409
Trust Company of Toledo
Ohio
$1.87M
LAM
1410
LOM Asset Management
$1.87M -$28.7K -95 -2%
RGC
1411
Roberts, Glore & Co
Illinois
$1.87M +$183K +605 +13%
NCM
1412
Northside Capital Management
Oregon
$1.87M
LIM
1413
Longfellow Investment Management
Massachusetts
$1.87M +$1.04M +3,449 +175%
EPIMS
1414
Evelyn Partners Investment Management Services
$1.87M -$32.1K -106 -2%
NW
1415
Naviter Wealth
Arkansas
$1.87M -$847K -2,800 -34%
PCS
1416
Personal CFO Solutions
New Jersey
$1.86M +$384K +1,270 +31%
FAM
1417
Formidable Asset Management
Ohio
$1.86M +$245K +810 +16%
ACL
1418
Applied Capital LLC
Florida
$1.86M +$136K +449 +9%
CCG
1419
Ceeto Capital Group
Florida
$1.85M +$35.4K +117 +2%
MC
1420
Moors & Cabot
Massachusetts
$1.84M -$391K -1,293 -20%
PP
1421
PDS Planning
Ohio
$1.84M +$13.6K +45 +0.9%
FSWA
1422
Financial Synergies Wealth Advisors
Texas
$1.82M +$6.05K +20 +0.4%
WE
1423
Wealth Effects
Massachusetts
$1.82M +$178K +589 +13%
MIM
1424
Morningstar Investment Management
Illinois
$1.82M +$1.59M +5,261 New
PSB
1425
Piscataqua Savings Bank
New Hampshire
$1.82M -$26K -86 -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.