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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
PA
1801
PFW Advisors
Georgia
$940K +$123K +408 +18%
TCM
1802
Tang Capital Management
California
$940K
LCM
1803
Landscape Capital Management
New Jersey
$934K -$1.13M -3,721 -58%
CM
1804
Caption Management
Oklahoma
$932K +$817K +2,700 New
EHWM
1805
Eads & Heald Wealth Management
Georgia
$929K -$289K -956 -26%
BAMG
1806
Brand Asset Management Group
Missouri
$926K -$1.21K -4 -0.1%
GEA
1807
Glen Eagle Advisors
New Jersey
$925K -$67.4K -223 -8%
EC
1808
EdgeRock Capital
Colorado
$924K +$61.4K +203 +8%
KWM
1809
KW Wealth Management
California
$924K +$810K +2,677 New
CB
1810
Cadence Bank
Mississippi
$924K +$8.77K +29 +1%
BFWA
1811
Benchmark Financial Wealth Advisors
Florida
$924K +$493K +1,629 +156%
BI
1812
Bradyco Inc
Massachusetts
$923K
AWM
1813
Angeles Wealth Management
California
$922K +$480K +1,587 +147%
SC
1814
Sapient Capital
Indiana
$921K -$803K -2,654 -50%
RWA
1815
Rooted Wealth Advisors
Illinois
$921K +$202K +667 +35%
BWP
1816
Barlow Wealth Partners
Kentucky
$921K -$7.21M -23,852 -90%
PWMG
1817
Prestige Wealth Management Group
New Jersey
$918K -$125K -414 -13%
ECA
1818
Elevated Capital Advisors
Utah
$917K +$444K +1,469 +124%
GPA
1819
Garrison Point Advisors
California
$915K -$24.2K -80 -3%
TPI
1820
Trust Point Inc
Wisconsin
$912K -$296K -978 -27%
TAM
1821
Todd Asset Management
Kentucky
$912K
DSC
1822
Duncker Streett & Co
Missouri
$911K -$2.52M -8,324 -76%
OHWA
1823
Oak Hill Wealth Advisors
Virginia
$908K -$30.2K -100 -4%
MCWA
1824
Meadow Creek Wealth Advisors
Georgia
$906K +$61.7K +204 +9%
CA
1825
Cornerstone Advisory
Maryland
$904K +$5.75K +19 +0.7%

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.