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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
TPWA
1626
TRUE Private Wealth Advisors
Oregon
$1.28M +$651K +2,153 +139%
OWA
1627
ORBA Wealth Advisors
Illinois
$1.28M -$4.54K -15 -0.4%
PFGIA
1628
Patriot Financial Group Insurance Agency
Massachusetts
$1.27M -$490K -1,621 -31%
1W
1629
1776 Wealth
Georgia
$1.27M +$377K +1,248 +51%
BFW
1630
Brady Family Wealth
Missouri
$1.27M -$506K -1,674 -31%
LCC
1631
Lincoln Capital Corp
Rhode Island
$1.27M -$302 -1 -0%
A
1632
Argentarii
Ohio
$1.27M +$16K +53 +1%
CWM
1633
Castle Wealth Management
Florida
$1.27M -$97.1K -321 -8%
TAFW
1634
Tred Avon Family Wealth
Maryland
$1.27M +$1.11M +3,684 New
YDMI
1635
Y.D. More Investments
Israel
$1.27M +$1.01M +3,327 +964%
GCM
1636
Gables Capital Management
Florida
$1.27M -$119K -395 -10%
RWM
1637
Revisor Wealth Management
Ohio
$1.26M +$658K +2,176 +172%
PMA
1638
Prudent Man Advisors
Illinois
$1.26M -$5.44K -18 -0.5%
MFG
1639
MidWestOne Financial Group
Iowa
$1.25M -$105K -348 -9%
WFI
1640
West Family Investments
California
$1.25M -$194K -641 -15%
VAG
1641
VisionPoint Advisory Group
Texas
$1.25M +$732K +2,419 +203%
BB
1642
Bell Bank
North Dakota
$1.24M -$45.7K -151 -4%
TWP
1643
Triad Wealth Partners
Kansas
$1.24M +$304K +1,005 +39%
TSS
1644
Two Sigma Securities
New York
$1.24M +$1.09M +3,592 New
RC
1645
Rovin Capital
Arizona
$1.24M +$584K +1,932 +116%
HBT
1646
Heartland Bank & Trust
Illinois
$1.24M -$23K -76 -2%
SVCP
1647
Silicon Valley Capital Partners
California
$1.24M -$137K -452 -11%
RWP
1648
Revolve Wealth Partners
New Jersey
$1.24M +$46.3K +153 +4%
ZIG
1649
Zullo Investment Group
Pennsylvania
$1.23M -$127K -419 -11%
RCA
1650
Resonant Capital Advisors
Wisconsin
$1.23M +$283K +937 +36%

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.