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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
ILI
1701
Invesco LLC (Illinois)
Illinois
$1.13M +$64.4K +213 +7%
FFP
1702
FourThought Financial Partners
Florida
$1.12M +$168K +556 +21%
BIM
1703
Baldwin Investment Management
Pennsylvania
$1.12M -$163K -540 -14%
FMLI
1704
Fukoku Mutual Life Insurance
Japan
$1.12M -$25.7K -85 -3%
EFA
1705
Evernest Financial Advisors
Indiana
$1.12M -$70.8K -234 -7%
CA
1706
Cache Advisors
California
$1.12M +$514K +1,700 +111%
WF
1707
Welch & Forbes
Massachusetts
$1.11M -$40.5K -134 -4%
AP
1708
Advisors Preferred
Maryland
$1.11M
GCS
1709
Gordian Capital (Singapore)
Singapore
$1.1M +$968K +3,200 New
SRL
1710
Scientech Research LLC
New Jersey
$1.1M +$964K +3,187 New
TPWM
1711
Twelve Points Wealth Management
Massachusetts
$1.1M +$64.4K +213 +7%
CANC
1712
Culbertson A N & Co
Virginia
$1.1M -$1.01M -3,323 -51%
WA
1713
Wealth Alliance
New York
$1.09M -$269K -889 -22%
PPC
1714
Pennington Partners & Co
Maryland
$1.09M +$955K +3,159 New
WI
1715
WrapManager Inc
California
$1.09M -$214K -707 -18%
BWAM
1716
Boyd Watterson Asset Management
Ohio
$1.09M +$886K +2,931 +1,370%
SFO
1717
Stokes Family Office
Louisiana
$1.08M -$153K -507 -14%
TCA
1718
Transcend Capital Advisors
New Jersey
$1.08M -$67.7K -224 -7%
TIA
1719
Trust Investment Advisors
Indiana
$1.08M -$30.8K -102 -3%
AHL
1720
Abel Hall LLC
Louisiana
$1.07M +$43.9K +145 +5%
TBA
1721
Tower Bridge Advisors
Pennsylvania
$1.07M -$6.16M -20,352 -87%
ISL
1722
Ingalls & Snyder LLC
New York
$1.07M +$11.5K +38 +1%
LFA
1723
Laraway Financial Advisors
Minnesota
$1.07M +$49.3K +163 +6%
ACM
1724
Allred Capital Management
Texas
$1.07M +$68K +225 +8%
BWM
1725
Buckley Wealth Management
Nevada
$1.06M -$80.8K -267 -8%

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.