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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
FFS
1501
Founders Financial Securities
Maryland
$1.57M -$1.08M -3,559 -44%
PWPS
1502
Pinnacle Wealth Planning Services
Ohio
$1.57M +$605 +2 +0%
MAWA
1503
Moss Adams Wealth Advisors
Washington
$1.57M +$458K +1,515 +50%
PIA
1504
Perennial Investment Advisors
California
$1.57M +$582K +1,925 +73%
KP
1505
Keel Point
Alabama
$1.57M -$700K -2,316 -34%
AB
1506
ANB Bank
Colorado
$1.57M +$263K +868 +24%
FCG
1507
Fielder Capital Group
Tennessee
$1.56M -$32.7K -108 -2%
RA
1508
RiverPark Advisors
New York
$1.56M +$122K +405 +10%
KIA
1509
Knollwood Investment Advisory
Maryland
$1.56M -$9.68K -32 -0.7%
ST
1510
Sentinel Trust
Texas
$1.55M -$116K -385 -8%
CIAS
1511
CFS Investment Advisory Services
New Jersey
$1.55M +$218K +720 +20%
OC
1512
Oarsman Capital
Wisconsin
$1.55M -$94.4K -312 -6%
DFA
1513
Delta Financial Advisors
Louisiana
$1.55M +$49.3K +163 +4%
AGC
1514
Aspen Grove Capital
Colorado
$1.54M +$530K +1,752 +64%
NWMG
1515
Nicholson Wealth Management Group
South Carolina
$1.54M +$423K +1,400 +46%
CCM
1516
Cox Capital Management
Massachusetts
$1.54M +$3.02K +10 +0.2%
FP
1517
Financial Perspectives
Minnesota
$1.53M +$27.2K +90 +2%
AF
1518
Apexium Financial
Texas
$1.53M -$114K -377 -8%
SWP
1519
Strategic Wealth Partners
Ohio
$1.53M -$255K -843 -16%
RSWM
1520
Robertson Stephens Wealth Management
California
$1.53M -$535K -1,769 -29%
ZIG
1521
Zuckerman Investment Group
Illinois
$1.53M +$132K +437 +11%
DAM
1522
Deltec Asset Management
New York
$1.53M -$605K -2,000 -31%
GS
1523
GTS Securities
New York
$1.53M +$296K +979 +28%
AA
1524
Armis Advisers
Georgia
$1.52M -$36K -119 -3%
CIA
1525
Cladis Investment Advisory
Montana
$1.52M +$611K +2,021 +85%

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.