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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
UCI
1876
Uncommon Cents Investing
Wisconsin
$843K +$13.6K +45 +2%
IIA
1877
IPG Investment Advisors
California
$839K +$735K +2,429 New
CLOS
1878
Compagnie Lombard Odier SCmA
Switzerland
$837K +$238K +787 +48%
QWP
1879
Quotient Wealth Partners
Texas
$836K +$6.65K +22 +0.9%
CIC
1880
Cornercap Investment Counsel
Georgia
$835K -$12.1K -40 -2%
RP
1881
Riverwater Partners
Wisconsin
$833K +$133K +441 +22%
HR
1882
Hardy Reed
Mississippi
$827K -$1.07M -3,537 -60%
LWM
1883
Lodestone Wealth Management
Washington
$827K +$85.9K +284 +13%
GKFF
1884
George Kaiser Family Foundation
Oklahoma
$827K
IIC
1885
Integrated Investment Consultants
Michigan
$826K +$34.2K +113 +5%
SPC
1886
Spirepoint Private Client
Florida
$821K -$368K -1,218 -34%
CA
1887
CoreCap Advisors
Michigan
$821K +$85.6K +283 +14%
CCG
1888
Coastwise Capital Group
California
$821K +$315K +1,042 +78%
CIP
1889
Convergence Investment Partners
Florida
$821K +$206K +680 +40%
EPA
1890
Element Pointe Advisors
Florida
$820K +$67.7K +224 +10%
GSEP
1891
Golden State Equity Partners
California
$818K +$88.6K +293 +14%
VCM
1892
Vivaldi Capital Management
Illinois
$815K -$10.3K -34 -1%
BCM
1893
Boreal Capital Management
Florida
$815K +$5.75K +19 +0.8%
BG
1894
Bollard Group
Massachusetts
$812K +$4.54K +15 +0.6%
TA
1895
TCM Advisors
West Virginia
$811K
CWA
1896
Consilium Wealth Advisory
Texas
$811K -$81.7K -270 -10%
CPA
1897
Cardiff Park Advisors
California
$810K -$60.5K -200 -8%
KWM
1898
KFG Wealth Management
Indiana
$809K -$114K -378 -14%
MA
1899
MCF Advisors
Kentucky
$807K +$7.86K +26 +1%
3IP
1900
3Chopt Investment Partners
Virginia
$807K +$216K +714 +44%

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.