We are live on ! Find out more
UNH icon

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
FC
1951
Fairscale Capital
New Hampshire
$752K -$50.8K -168 -7%
SB
1952
Simmons Bank
Arkansas
$750K +$24.8K +82 +4%
IF
1953
Intrua Financial
Texas
$747K -$144K -477 -18%
WWA
1954
Wisconsin Wealth Advisors
Wisconsin
$746K +$132K +435 +25%
WCA
1955
Westover Capital Advisors
Delaware
$746K -$89.8K -297 -12%
CCA
1956
Coign Capital Advisors
Utah
$746K +$247K +818 +61%
CBT
1957
Crews Bank & Trust
Florida
$744K -$34.8K -115 -5%
RPC
1958
Rossmore Private Capital
Connecticut
$743K -$892K -2,948 -58%
ESB
1959
Essex Savings Bank
Connecticut
$743K +$23K +76 +4%
QFW
1960
QTR Family Wealth
Florida
$740K +$286K +944 +79%
IP
1961
Intellectus Partners
California
$740K +$648K +2,143 New
ARMT
1962
Amica Retiree Medical Trust
Rhode Island
$740K
FNA
1963
First National Advisers
Nebraska
$740K -$523K -1,730 -45%
BL
1964
BFSG LLC
California
$739K +$32.7K +108 +5%
HWA
1965
HCR Wealth Advisors
California
$738K +$3.02K +10 +0.5%
TBC
1966
Tweedy, Browne Co
Connecticut
$738K +$315K +1,042 +95%
SWA
1967
SFMG Wealth Advisors
Texas
$736K +$121K +401 +23%
WAM
1968
Weinberger Asset Management
California
$736K +$20.3K +67 +3%
CA
1969
Cambridge Advisors
Nebraska
$733K
WCM
1970
Wallace Capital Management
Texas
$732K
CWA
1971
Crux Wealth Advisors
California
$731K +$34.5K +114 +6%
JSAM
1972
J. Safra Asset Management
New York
$731K +$45.1K +149 +8%
BL
1973
Balentine LLC
Georgia
$728K +$165K +544 +35%
UCB
1974
United Community Bank
South Carolina
$725K +$39K +129 +7%
LK
1975
Lumbard & Kellner
New Hampshire
$724K +$29.6K +98 +5%

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.