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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
LA
1426
Lindenwold Advisors
Pennsylvania
$1.81M -$1.04M -3,441 -40%
BCA
1427
Bay Colony Advisors
Massachusetts
$1.81M +$44.8K +148 +3%
AC
1428
AlphaCore Capital
California
$1.81M +$84.7K +280 +6%
IAS
1429
IMA Advisory Services
Colorado
$1.81M +$66.8K +221 +4%
DFC
1430
DB Fitzpatrick & Co
Idaho
$1.81M +$865K +2,860 +120%
WAAG
1431
Wealth Alliance Advisory Group
Kansas
$1.81M +$80.4K +266 +5%
MFA
1432
Mayflower Financial Advisors
Massachusetts
$1.81M -$7.26K -24 -0.5%
RLWM
1433
RF&L Wealth Management
Massachusetts
$1.8M -$22.7K -75 -1%
FBT
1434
First Bankers Trust
Kentucky
$1.8M -$2.04M -6,745 -56%
NWMG
1435
National Wealth Management Group
Ohio
$1.8M +$893K +2,954 +130%
CTC
1436
Cetera Trust Company
Minnesota
$1.8M -$33.3K -110 -2%
GI
1437
GLOBALT Investments
Georgia
$1.8M +$3.93K +13 +0.2%
VA
1438
Valmark Advisers
Ohio
$1.8M -$485K -1,602 -24%
PCMK
1439
Paragon Capital Management (Kansas)
Kansas
$1.8M +$3.02K +10 +0.2%
CFP
1440
Catalyst Financial Partners
Massachusetts
$1.79M +$329K +1,087 +27%
PGCM
1441
Prescott Group Capital Management
Oklahoma
$1.79M
CAMV
1442
Concord Asset Management (Virginia)
Virginia
$1.78M +$9.68K +32 +0.6%
MMM
1443
Mendel Money Management
Illinois
$1.78M +$19.4K +64 +1%
HR
1444
Howe & Rusling
New York
$1.78M -$6.07M -20,079 -80%
WIA
1445
Wealthedge Investment Advisors
New York
$1.78M +$1.56M +5,147 New
PTP
1446
Platform Technology Partners
New York
$1.77M +$146K +482 +10%
AWM
1447
Avaii Wealth Management
Wisconsin
$1.77M +$505K +1,671 +48%
GWP
1448
Gen-Wealth Partners
Michigan
$1.77M +$474K +1,567 +44%
CAG
1449
Crestwood Advisors Group
Massachusetts
$1.77M +$214K +708 +16%
PA
1450
Paralel Advisors
Colorado
$1.76M +$907 +3 +0.1%

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.