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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
IA
1601
IFG Advisory
Georgia
$1.33M -$485K -1,604 -29%
DA
1602
Doliver Advisors
Texas
$1.33M -$209K -691 -15%
CVA
1603
Central Valley Advisors
California
$1.33M -$8.17K -27 -0.7%
FAN
1604
Financial Advisors Network
California
$1.32M +$121K +399 +12%
SCP
1605
Sivia Capital Partners
California
$1.32M +$615K +2,035 +113%
SEIA
1606
Signature Estate & Investment Advisors
California
$1.32M +$49K +162 +4%
UAG
1607
United Advisor Group
Ohio
$1.32M +$605K +2,000 +109%
C
1608
Certuity
Florida
$1.32M +$325K +1,076 +39%
CPL
1609
Capital & Planning LLC
Georgia
$1.32M -$59.3K -196 -5%
RFM
1610
Royal Fund Management
Florida
$1.32M +$1.16M +3,824 New
OAM
1611
Oak Asset Management
California
$1.32M -$169K -560 -13%
MP
1612
McDonald Partners
Ohio
$1.32M +$34.8K +115 +3%
ERWM
1613
Elk River Wealth Management
Colorado
$1.31M
ACMA
1614
Arbor Capital Management (Alaska)
Alaska
$1.31M +$197K +650 +21%
BCP
1615
Blackhawk Capital Partners
Wisconsin
$1.31M +$735K +2,429 +178%
TA
1616
Townsend & Associates
Colorado
$1.3M -$6.35K -21 -0.6%
SIAG
1617
Safeguard Investment Advisory Group
California
$1.3M +$210K +694 +23%
CP
1618
Canopy Partners
Ohio
$1.3M +$86.2K +285 +8%
CWG
1619
Cornerstone Wealth Group
North Carolina
$1.29M +$424K +1,401 +60%
OIS
1620
Okabena Investment Services
Minnesota
$1.29M -$241K -798 -18%
JJBC
1621
James J. Burns & Company
New York
$1.29M +$80.1K +265 +8%
MA
1622
Modus Advisors
Minnesota
$1.29M +$140K +463 +14%
SIA
1623
SkyView Investment Advisors
New Jersey
$1.28M +$7.56K +25 +0.7%
SFA
1624
Souders Financial Advisors
Ohio
$1.28M +$77.4K +256 +7%
EIG
1625
Ellenbecker Investment Group
Wisconsin
$1.28M -$2.12K -7 -0.2%

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.