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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
NS
1676
NBC Securities
Alabama
$1.17M -$870K -2,875 -46%
CA
1677
Calton & Associates
Florida
$1.17M +$261K +862 +34%
BFA
1678
Beaumont Financial Advisors
Massachusetts
$1.17M -$141K -467 -12%
LF
1679
Lee Financial
Texas
$1.17M +$1.03M +3,390 New
MSFS
1680
Main Street Financial Solutions
Pennsylvania
$1.17M +$254K +841 +33%
EPIME
1681
Evelyn Partners Investment Management (Europe)
$1.17M -$193K -637 -16%
DWM
1682
Defined Wealth Management
Oregon
$1.17M +$2.12K +7 +0.2%
AWE
1683
Avidian Wealth Enterprises
Texas
$1.17M +$496K +1,639 +94%
CPC
1684
Congress Park Capital
New York
$1.17M +$83.2K +275 +9%
MCA
1685
MSH Capital Advisors
Arizona
$1.16M +$39.6K +131 +4%
PCM
1686
Parsons Capital Management
Rhode Island
$1.16M -$150K -497 -13%
NIWA
1687
New Insight Wealth Advisors
California
$1.15M +$764K +2,525 +310%
CRI
1688
Colonial River Investments
Virginia
$1.15M +$18.1K +60 +2%
AWP
1689
Ascent Wealth Partners
New York
$1.15M -$302 -1 -0%
BIG
1690
Brookwood Investment Group
Arizona
$1.15M +$249K +823 +33%
CPR
1691
CSU Producer Resources
Ohio
$1.14M
VI
1692
Versor Investments
New York
$1.14M +$635K +2,099 +175%
DE
1693
Diversified Enterprises
Delaware
$1.14M -$197K -650 -16%
NP
1694
Nilsine Partners
Colorado
$1.14M +$120K +398 +14%
EB
1695
Emprise Bank
Kansas
$1.14M -$40.5K -134 -4%
GBT
1696
Grove Bank & Trust
Florida
$1.13M -$46K -152 -4%
PW
1697
Paladin Wealth
Minnesota
$1.13M +$19.4K +64 +2%
AC
1698
Apella Capital
Connecticut
$1.13M +$434K +1,434 +83%
WI
1699
WBI Investments
New Jersey
$1.13M +$168K +555 +20%
IFWM
1700
Institute for Wealth Management
Colorado
$1.13M +$85.9K +284 +10%

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.