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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
PWM
1851
Paulson Wealth Management
Illinois
$865K -$62K -205 -8%
MAG
1852
MRA Advisory Group
New Jersey
$864K -$49K -162 -6%
WSWA
1853
Warren Street Wealth Advisors
California
$864K +$757K +2,502 New
RWM
1854
RBA Wealth Management
California
$864K -$242K -801 -24%
PAMG
1855
Patton Albertson Miller Group
Tennessee
$863K -$118K -390 -13%
NI
1856
Natural Investments
California
$862K -$5.14K -17 -0.7%
WCM
1857
Winthrop Capital Management
Indiana
$860K +$754K +2,492 New
CFLC
1858
California First Leasing Corp
California
$859K
NHC
1859
Nicholas Hoffman & Company
Georgia
$859K -$17.5K -58 -2%
SIM
1860
Sentry Investment Management
Wisconsin
$856K -$561K -1,855 -44%
AFT
1861
Alpha Family Trust
California
$855K +$272K +900 +57%
OL
1862
OneFund LLC
Florida
$854K +$4.54K +15 +0.6%
JGIA
1863
Jackson Grant Investment Advisers
Connecticut
$852K +$304K +1,006 +69%
BCP
1864
Berkeley Capital Partners
Georgia
$851K +$123K +407 +20%
LCWP
1865
Legacy Capital Wealth Partners
Arkansas
$850K -$332K -1,099 -31%
RWS
1866
Resolute Wealth Strategies
Mississippi
$849K +$59.6K +197 +9%
VCM
1867
Versant Capital Management
Arizona
$848K +$436K +1,441 +142%
TWM
1868
Topsail Wealth Management
North Carolina
$847K +$52K +172 +8%
PPW
1869
Parcion Private Wealth
Washington
$847K +$348K +1,149 +88%
CFS
1870
CRA Financial Services
New Jersey
$846K -$125K -414 -14%
SOS
1871
Silver Oak Securities
Tennessee
$845K +$220K +729 +42%
PFG
1872
Prosperity Financial Group
California
$844K +$52.3K +173 +8%
CCA
1873
Childress Capital Advisors
Texas
$844K +$232K +767 +46%
AFA
1874
Alpha Financial Advisors
North Carolina
$844K -$35.1K -116 -5%
LCM
1875
LVM Capital Management
Michigan
$843K -$92.8K -307 -11%

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.