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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
WWM
1901
Whalen Wealth Management
Nevada
$803K +$283K +936 +67%
OFO
1902
OneAscent Family Office
Alabama
$803K +$703K +2,325 New
CIM
1903
CIM Investment Management
Pennsylvania
$803K -$7.56K -25 -1%
CNBT
1904
Canandaigua National Bank & Trust
New York
$802K -$46.3K -153 -6%
TNA
1905
True North Advisors
Texas
$802K +$180K +594 +34%
BIA
1906
Bigelow Investment Advisors
Maine
$799K -$472K -1,561 -40%
FSC
1907
Full Sail Capital
Oklahoma
$799K +$186K +615 +36%
RCA
1908
Roberts Capital Advisors
Colorado
$799K +$700K +2,314 New
AIM
1909
Aigen Investment Management
New York
$799K -$69K -228 -9%
FWP
1910
Forefront Wealth Partners
Texas
$796K +$361K +1,192 +107%
SIA
1911
SGL Investment Advisors
Montana
$795K +$522K +1,726 +263%
CWA
1912
Cornerstone Wealth Advisors
Minnesota
$794K -$18.1K -60 -3%
CPM
1913
Connective Portfolio Management
New York
$794K +$696K +2,300 New
FAT
1914
First American Trust
California
$794K +$148K +488 +27%
LCG
1915
Lakeshore Capital Group
Illinois
$793K +$7.56K +25 +1%
AAG
1916
Armstrong Advisory Group
Massachusetts
$792K -$27.2K -90 -4%
NEWAS
1917
N.E.W. Advisory Services
Wisconsin
$792K +$271K +895 +64%
TIA
1918
Tiemann Investment Advisors
California
$788K -$33.6K -111 -5%
AFA
1919
AA Financial Advisors
Ohio
$787K +$22.4K +74 +3%
HG
1920
Harbor Group
New Hampshire
$786K +$3.63K +12 +0.5%
WBCM
1921
Wilson & Boucher Capital Management
California
$785K -$132K -437 -16%
SMC
1922
Smith, Moore & Co
Missouri
$784K -$29.3K -97 -4%
MWA
1923
Medallion Wealth Advisors
Connecticut
$784K +$2.42K +8 +0.4%
CSB
1924
City State Bank
Iowa
$781K +$88.3K +292 +15%
RPGK
1925
Retirement Planning Group (Kansas)
Kansas
$780K +$683K +2,259 New

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.