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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
ASBI
1926
American State Bank (Iowa)
Iowa
$780K +$103K +342 +18%
FSA
1927
Financial Security Advisor
Virginia
$779K -$141K -467 -17%
SHFA
1928
SC&H Financial Advisors
Maryland
$777K -$5.14K -17 -0.7%
ECM
1929
EMC Capital Management
Texas
$777K +$680K +2,250 New
SFG
1930
Sovereign Financial Group
Connecticut
$775K -$1.51K -5 -0.2%
AG
1931
AmeriFlex Group
Nevada
$773K +$90.7K +300 +15%
AR
1932
Apeiron RIA
Texas
$773K -$192K -635 -23%
SIG
1933
Spinnaker Investment Group
California
$771K +$462K +1,528 +217%
LWCFA
1934
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$769K +$393K +1,298 +155%
VCWM
1935
Vista Cima Wealth Management
Arizona
$768K +$673K +2,225 New
RBC
1936
Romano Brothers & Co
Illinois
$767K -$114K -376 -14%
CBT
1937
CoreFirst Bank & Trust
Kansas
$766K
WIC
1938
Wilkins Investment Counsel
Massachusetts
$765K -$195K -645 -23%
MA
1939
MJP Associates
Connecticut
$762K +$156K +515 +30%
GCP
1940
GSA Capital Partners
United Kingdom
$760K -$1.4M -4,638 -68%
PWP
1941
Phillips Wealth Planners
Mississippi
$760K +$109K +360 +20%
EWM
1942
Evermay Wealth Management
Virginia
$758K -$10.3K -34 -2%
CF
1943
Cyr Financial
Illinois
$757K +$75.6K +250 +13%
TCOTS
1944
Trust Company of the South
North Carolina
$756K -$90.4K -299 -12%
SMH
1945
Sanders Morris Harris
Texas
$756K +$662K +2,190 New
SWA
1946
Strategies Wealth Advisors
Michigan
$755K +$321K +1,060 +94%
THCM
1947
Taylor Hoffman Capital Management
Virginia
$754K
NI
1948
NCP Inc
California
$753K +$364K +1,205 +123%
PA
1949
Persium Advisors
Georgia
$752K +$88K +291 +15%
IPW
1950
Impact Partnership Wealth
Georgia
$752K -$739K -2,443 -53%

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.