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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
AWA
1976
Amplius Wealth Advisors
Pennsylvania
$724K -$607K -2,007 -49%
ALA
1977
Atlas Legacy Advisors
California
$723K +$286K +946 +82%
MW
1978
Members Wealth
Pennsylvania
$721K +$626K +2,070 New
BFG
1979
Birch Financial Group
New Hampshire
$721K +$177K +584 +39%
RWA
1980
Redhawk Wealth Advisors
Minnesota
$720K +$82.6K +273 +15%
NJIM
1981
Nabity-Jensen Investment Management
Nebraska
$720K -$110K -363 -15%
AWM
1982
Aprio Wealth Management
Georgia
$720K +$20.9K +69 +3%
CFO
1983
CVA Family Office
Colorado
$719K +$118K +391 +23%
AWA
1984
A4 Wealth Advisors
North Carolina
$719K +$630K +2,082 New
FTC
1985
Farmers Trust Company
Ohio
$719K -$14.2K -47 -2%
LL
1986
LPWM LLC
Minnesota
$718K -$43.9K -145 -7%
CAM
1987
Congress Asset Management
Massachusetts
$718K -$36.9K -122 -6%
KFA
1988
Kelleher Financial Advisors
New York
$716K -$30.2K -100 -5%
RB
1989
Renasant Bank
Mississippi
$714K -$852K -2,816 -58%
PIM
1990
Provident Investment Management
Michigan
$714K -$279K -924 -31%
VCWA
1991
Vanguard Capital Wealth Advisors
Colorado
$714K +$14.8K +49 +2%
DWM
1992
Drive Wealth Management
Utah
$712K -$5.75K -19 -0.9%
IA
1993
Inspire Advisors
Idaho
$711K +$66.2K +219 +12%
IFS
1994
Ifrah Financial Services
Arkansas
$710K -$4.23K -14 -0.7%
YIM
1995
Yoffe Investment Management
Pennsylvania
$710K
CWM
1996
Cornerstone Wealth Management
Missouri
$710K
DBRC
1997
D.B. Root & Company
Pennsylvania
$708K +$108K +356 +21%
MWA
1998
Midland Wealth Advisors
Illinois
$708K +$69.9K +231 +13%
MMCM
1999
Murphy & Mullick Capital Management
New York
$707K +$164K +543 +36%
NFG
2000
Nations Financial Group
Iowa
$707K -$19.4K -64 -3%

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.