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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
SSI
1451
Scott & Selber Inc
Texas
$1.76M -$6.05K -20 -0.4%
VCM
1452
Virtue Capital Management
Tennessee
$1.76M +$1.06M +3,510 +213%
CWP
1453
Concord Wealth Partners
Virginia
$1.76M -$12.7K -42 -0.8%
FA
1454
Fagan Associates
New York
$1.76M -$279K -922 -15%
CCFM
1455
Clear Creek Financial Management
Washington
$1.75M +$849K +2,807 +124%
SP
1456
Stablepoint Partners
Massachusetts
$1.75M +$477K +1,578 +45%
HIM
1457
Harbour Investment Management
Washington
$1.74M -$72.6K -240 -5%
SVWAG
1458
Sound View Wealth Advisors Group
Georgia
$1.74M +$447K +1,479 +42%
MPAM
1459
Murphy Pohlad Asset Management
Minnesota
$1.74M +$181K +600 +14%
WP
1460
Waycross Partners
Kentucky
$1.73M
SSWM
1461
Sheets Smith Wealth Management
North Carolina
$1.72M -$20.9K -69 -1%
HIC
1462
Harvey Investment Company
Kentucky
$1.72M -$78K -258 -5%
CAMG
1463
CWA Asset Management Group
Florida
$1.71M -$537K -1,775 -26%
MWM
1464
Modern Wealth Management
Kansas
$1.7M -$790K -2,613 -35%
CPA
1465
Court Place Advisors
Maryland
$1.69M +$8.17K +27 +0.6%
SWM
1466
SilverOak Wealth Management
Minnesota
$1.69M +$40.8K +135 +3%
SIA
1467
Schear Investment Advisers
Ohio
$1.69M +$69.9K +231 +5%
CPA
1468
Capital Planning Advisors
California
$1.69M +$38.1K +126 +3%
AIC
1469
Archer Investment Corporation
Indiana
$1.69M +$586K +1,937 +66%
VIM
1470
Vista Investment Management
Pennsylvania
$1.69M -$103K -339 -6%
EML
1471
Eos Management LP
New York
$1.67M
LTAS
1472
Linden Thomas Advisory Services
North Carolina
$1.67M +$40.5K +134 +3%
SCM
1473
SCS Capital Management
Massachusetts
$1.66M -$833K -2,753 -36%
WIM
1474
Westside Investment Management
California
$1.66M +$240K +792 +20%
CFA
1475
Cahill Financial Advisors
Minnesota
$1.66M +$54.7K +181 +4%

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.