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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
FI
1526
Finivi Inc
Massachusetts
$1.52M -$33.3K -110 -2%
ZBNA
1527
Zions Bancorporation, National Association
Utah
$1.52M -$4.21M -13,936 -76%
MFS
1528
Monetta Financial Services
Illinois
$1.52M +$1.33M +4,400 New
JIM
1529
Jensen Investment Management
Oregon
$1.51M -$1.82M -6,033 -58%
RIA
1530
Regal Investment Advisors
Michigan
$1.51M +$387K +1,281 +41%
DWAM
1531
Duncan Williams Asset Management
Tennessee
$1.51M +$36.6K +121 +3%
OL
1532
Optas LLC
Texas
$1.5M +$200K +660 +18%
BA
1533
Bridgewater Advisors
New York
$1.49M +$57.8K +191 +4%
PFA
1534
Professional Financial Advisors
Nebraska
$1.49M +$1.31M +4,327 New
SP
1535
SWS Partners
Ohio
$1.49M +$87.7K +290 +7%
SFS
1536
Strategic Financial Services
New York
$1.49M -$383K -1,266 -23%
Financial Engines Advisors
1537
Financial Engines Advisors
California
$1.49M -$67.1K -222 -5%
CFG
1538
Cooper Financial Group
California
$1.49M +$36K +119 +3%
FFG
1539
Frisch Financial Group
New York
$1.49M +$6.05K +20 +0.5%
RCM
1540
Requisite Capital Management
Texas
$1.49M +$652K +2,155 +100%
CCM
1541
Courage Capital Management
Tennessee
$1.49M +$302K +1,000 +30%
SACTSONJ
1542
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.48M
BAMCO Inc
1543
BAMCO Inc
New York
$1.48M +$1.3M +4,300 New
RIA
1544
Richwood Investment Advisors
Ohio
$1.48M -$22.7K -75 -2%
SIM
1545
Sterling Investment Management
Arizona
$1.48M +$27.8K +92 +2%
RT
1546
Rockland Trust
Massachusetts
$1.48M -$23.9M -79,095 -95%
MWC
1547
MBM Wealth Consultants
Missouri
$1.48M +$371K +1,227 +40%
OCM
1548
One Capital Management
California
$1.47M +$196K +648 +18%
FM
1549
Foster & Motley
Ohio
$1.47M -$187K -619 -13%
KHCM
1550
Kirtland Hills Capital Management
Ohio
$1.47M +$316K +1,045 +33%

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.