We are live on ! Find out more
UNH icon

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
CC
1551
Courier Capital
New York
$1.46M -$10.9K -36 -0.8%
JPWM
1552
Jamison Private Wealth Management
Georgia
$1.46M +$528K +1,746 +70%
EP
1553
EPIQ Partners
Minnesota
$1.46M +$204K +675 +19%
HI
1554
Humankind Investments
New York
$1.46M -$55.6K -184 -4%
NAS
1555
Nicolet Advisory Services
Wisconsin
$1.45M -$27.5K -91 -2%
CM
1556
CastleKnight Management
New York
$1.45M -$2.48M -8,200 -66%
FHC
1557
First Horizon Corporation
Tennessee
$1.45M +$1.27M +4,196 New
UHC
1558
Union Heritage Capital
Michigan
$1.44M -$1.6M -5,300 -56%
SFWA
1559
Summit Financial Wealth Advisors
Louisiana
$1.44M +$97.1K +321 +8%
PG
1560
Patten Group
Tennessee
$1.44M -$136K -450 -10%
MIA
1561
MeadowBrook Investment Advisors
Michigan
$1.43M -$12.1K -40 -1%
WPC
1562
White Pine Capital
Minnesota
$1.43M +$922K +3,049 +281%
CCM
1563
Chiron Capital Management
Florida
$1.43M -$2.42K -8 -0.2%
MA
1564
MONECO Advisors
Connecticut
$1.43M +$33.3K +110 +3%
SB
1565
Strategic Blueprint
Georgia
$1.42M -$173K -572 -12%
LAM
1566
Lewis Asset Management
California
$1.42M +$618K +2,045 +99%
CFGW
1567
Chancellor Financial Group WB
Pennsylvania
$1.41M -$120K -398 -9%
ST
1568
Smithfield Trust
Pennsylvania
$1.41M -$260K -861 -17%
OFS
1569
OneAscent Financial Services
Alabama
$1.4M -$118K -389 -9%
FCFC
1570
First Commonwealth Financial Corp
Pennsylvania
$1.4M +$1.23M +4,060 New
VCAM
1571
Van Cleef Asset Management
Ohio
$1.4M -$48.1K -159 -4%
BWP
1572
BlueStem Wealth Partners
Minnesota
$1.4M +$87.4K +289 +8%
AF
1573
Arrow Financial
New York
$1.39M -$306K -1,012 -20%
FNT
1574
First Nebraska Trust
Nebraska
$1.39M +$6.05K +20 +0.5%
RZH
1575
Relyea Zuckerberg Hanson
Connecticut
$1.39M +$145K +480 +14%

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.