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
AL
1726
Aspiriant LLC
California
$1.06M -$86.2K -285 -8%
HFM
1727
Harvest Fund Management
China
$1.06M +$915K +3,026 +7,963%
CFM
1728
Comprehensive Financial Management
California
$1.06M
GA
1729
Guerra Advisors
Florida
$1.06M +$927K +3,066 New
USWIA
1730
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.05M +$216K +714 +32%
ACS
1731
Archford Capital Strategies
Illinois
$1.05M -$323K -1,068 -26%
BBA
1732
Baader Bank Aktiengesellschaft
Germany
$1.05M +$667K +2,204 +131%
TWM
1733
Tolleson Wealth Management
Texas
$1.05M +$26.3K +87 +3%
AWM
1734
Activest Wealth Management
Florida
$1.04M +$539K +1,782 +143%
CA
1735
Continuum Advisory
Idaho
$1.04M -$331K -1,093 -27%
FWP
1736
FAS Wealth Partners
Kansas
$1.04M +$30.8K +102 +3%
BWM
1737
BAM Wealth Management
Colorado
$1.04M +$912K +3,014 New
XSC
1738
X-Square Capital
Puerto Rico
$1.04M +$907K +3,000 New
SCI
1739
Stableford Capital II
Arizona
$1.03M +$5.14K +17 +0.6%
SI
1740
Saxon Interests
Texas
$1.03M -$71.4K -236 -7%
EGA
1741
E&G Advisors
Texas
$1.03M +$15.1K +50 +2%
KFI
1742
Key Financial Inc
Pennsylvania
$1.03M -$227K -751 -20%
CAG
1743
Cypress Advisory Group
Arizona
$1.03M
KWM
1744
Keebeck Wealth Management
Illinois
$1.02M -$45.1K -149 -5%
PCA
1745
Prosperity Capital Advisors
Ohio
$1.02M -$2.42K -8 -0.3%
DIA
1746
Dean Investment Associates
Ohio
$1.01M -$14.5K -48 -2%
RMP
1747
Richards, Merrill & Peterson
Washington
$1.01M -$22.4K -74 -2%
CT
1748
Clearstead Trust
Maine
$1.01M -$2.31M -7,652 -72%
WCM
1749
Weaver Capital Management
Georgia
$1.01M -$438K -1,448 -33%
GI
1750
GAMCO Investors
Connecticut
$1.01M +$35.4K +117 +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.