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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
LKIM
1576
Lawson Kroeker Investment Management
Nebraska
$1.39M -$15.1K -50 -1%
PWM
1577
Palumbo Wealth Management
New York
$1.39M +$1.3M +4,303 New
FWM
1578
Forefront Wealth Management
Pennsylvania
$1.38M -$222K -733 -15%
AWM
1579
Ameliora Wealth Management
Switzerland
$1.38M
ACM
1580
Ariose Capital Management
Hong Kong
$1.38M +$1.21M +4,000 New
CCM
1581
Chilton Capital Management
Texas
$1.38M -$308K -1,019 -20%
VFA
1582
Voya Financial Advisors
Connecticut
$1.38M -$104K -345 -8%
CPCM
1583
Cardinal Point Capital Management
Ontario, Canada
$1.37M
SW
1584
Solidarity Wealth
Utah
$1.37M -$94.7K -313 -7%
BHB
1585
Bank Hapoalim BM
Israel
$1.37M +$22.7K +75 +2%
LI
1586
LMCG Investments
Massachusetts
$1.37M -$94.1K -311 -7%
ORAM
1587
One River Asset Management
Connecticut
$1.36M +$1.2M +3,953 New
NG
1588
Norden Group
Utah
$1.35M +$408K +1,350 +53%
CUAMC
1589
China Universal Asset Management Company
China
$1.35M -$517K -1,708 -30%
EFG
1590
Everhart Financial Group
Ohio
$1.35M +$510K +1,685 +76%
IIA
1591
ICW Investment Advisors
Arizona
$1.35M +$181K +597 +18%
CWM
1592
Chesapeake Wealth Management
Virginia
$1.35M -$50.5K -167 -4%
KCM
1593
Kanawha Capital Management
Virginia
$1.34M +$442K +1,461 +60%
MG
1594
Mather Group
Illinois
$1.34M
DCM
1595
DGS Capital Management
New Jersey
$1.34M +$87.1K +288 +8%
PWP
1596
Pursue Wealth Partners
California
$1.34M -$1.42M -4,709 -55%
CNFG
1597
Creegan & Nassoura Financial Group
New Hampshire
$1.33M
SAM
1598
Strive Asset Management
Ohio
$1.33M +$1.17M +3,857 New
RE
1599
Rydar Equities
Texas
$1.33M +$448K +1,482 +63%
OWA
1600
Opal Wealth Advisors
New York
$1.33M -$855K -2,828 -42%

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.