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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
WPA
1751
West Paces Advisors
Georgia
$1.01M +$258K +852 +41%
CV
1752
Counterweight Ventures
North Carolina
$1.01M -$874K -2,889 -50%
VFG
1753
Victory Financial Group
Texas
$1.01M -$453K -1,498 -34%
RCM
1754
Riverpark Capital Management
New York
$1.01M -$14.2K -47 -2%
GWM
1755
Gitterman Wealth Management
New Jersey
$1M +$97.7K +323 +12%
XT
1756
XTX Topco
Cayman Islands
$1M -$2.02M -6,686 -70%
PI
1757
Pettee Investors
Connecticut
$1M -$86.5K -286 -9%
KA
1758
KLCM Advisors
Wisconsin
$1M -$81.7K -270 -8%
SFC
1759
SYM Financial Corp
Indiana
$1M -$126K -418 -13%
DDC
1760
DF Dent & Co
Maryland
$1,000K -$423K -1,398 -33%
EWM
1761
EPG Wealth Management
Georgia
$996K +$149K +494 +21%
PWM
1762
Prentice Wealth Management
New York
$994K +$75.6K +250 +10%
CAM
1763
Columbia Asset Management
Michigan
$993K +$870K +2,875 New
TWM
1764
Trueblood Wealth Management
Ohio
$991K -$18.8K -62 -2%
MAC
1765
Mason & Associates (California)
California
$991K +$25.7K +85 +3%
WIA
1766
Westbourne Investment Advisors
Maryland
$990K -$162K -535 -16%
BFPW
1767
BOK Financial Private Wealth
Colorado
$988K -$833K -2,755 -49%
LGA
1768
Lebenthal Global Advisors
New York
$987K +$864K +2,857 New
CGL
1769
Clarius Group LLC
Washington
$986K -$883K -2,918 -51%
MFG
1770
Monte Financial Group
Connecticut
$983K -$521K -1,722 -38%
AIM
1771
Advyzon Investment Management
Illinois
$983K -$251K -829 -23%
PWP
1772
Precedent Wealth Partners
Texas
$983K -$90.4K -299 -10%
III
1773
Independent Investors Inc
New York
$982K -$30.2K -100 -3%
CP
1774
Camelot Portfolios
Ohio
$982K +$130K +431 +18%
AWC
1775
Abundance Wealth Counselors
Pennsylvania
$981K +$81.1K +268 +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.