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
MIA
1651
MainStreet Investment Advisors
Illinois
$1.22M -$1.82M -6,004 -63%
SWP
1652
Semus Wealth Partners
Florida
$1.22M +$160K +528 +18%
LFA
1653
Legacy Financial Advisors
Kentucky
$1.22M +$79.8K +264 +8%
SJIM
1654
St. Johns Investment Management
Florida
$1.22M -$16.9K -56 -2%
UAML
1655
US Asset Management LLC
Pennsylvania
$1.21M -$2.42K -8 -0.2%
PPWP
1656
Premier Path Wealth Partners
New Jersey
$1.21M -$126K -415 -11%
LSV Asset Management
1657
LSV Asset Management
Illinois
$1.21M -$18.1K -60 -2%
HA
1658
Herold Advisors
New York
$1.21M +$135K +446 +15%
CP
1659
Clarendon Private
Massachusetts
$1.21M +$332K +1,099 +46%
LIP
1660
Lighthouse Investment Partners
Florida
$1.21M +$1.06M +3,500 New
QC
1661
Quent Capital
New York
$1.21M -$45.1K -149 -4%
JWWM
1662
Johnson & White Wealth Management
Pennsylvania
$1.21M +$416K +1,376 +65%
EIP
1663
Ellis Investment Partners
Pennsylvania
$1.2M -$20.6K -68 -2%
GCM
1664
Generation Capital Management
New York
$1.2M +$305K +1,010 +41%
EIP
1665
Easterly Investment Partners
Massachusetts
$1.2M -$1.02M -3,358 -49%
EI
1666
Ellevest Inc
New York
$1.2M +$55K +182 +6%
TYCC
1667
Texas Yale Capital Corp
Florida
$1.2M -$942K -3,115 -47%
FG
1668
Fiduciary Group
Georgia
$1.19M -$46.6K -154 -4%
HWA
1669
HHM Wealth Advisors
Tennessee
$1.19M +$68.4K +226 +7%
TFA
1670
Transamerica Financial Advisors
Florida
$1.19M -$31.2K -103 -3%
FMWA
1671
Forvis Mazars Wealth Advisors
Missouri
$1.18M +$175K +577 +20%
EA
1672
Enclave Advisors
Texas
$1.18M +$36.3K +120 +4%
PNAA
1673
Pictet North America Advisors
Switzerland
$1.18M -$820K -2,711 -44%
GB
1674
Goepper Burkhardt
South Carolina
$1.18M -$77.1K -255 -7%
ZIC
1675
ZWJ Investment Counsel
Georgia
$1.18M +$42.3K +140 +4%

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.