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
CASB
2001
Cape Ann Savings Bank
Massachusetts
$707K -$481K -1,592 -44%
MAM
2002
McLean Asset Management
Virginia
$706K +$6.35K +21 +1%
CB
2003
CNB Bank
Pennsylvania
$706K -$66.2K -219 -10%
EWM
2004
Echo Wealth Management
Minnesota
$706K -$51.7K -171 -8%
GWCM
2005
Godshalk Welsh Capital Management
Pennsylvania
$706K
WH
2006
Willner & Heller
California
$705K -$77.1K -255 -11%
PMSA
2007
Patrick M. Sweeney & Associates
Illinois
$705K -$18.1K -60 -3%
GLLW
2008
Graves Light Lenhart Wealth
Virginia
$704K +$96.5K +319 +19%
HCA
2009
Heck Capital Advisors
Wisconsin
$703K +$53.5K +177 +10%
NA
2010
Navellier & Associates
Nevada
$703K +$131K +433 +27%
TC
2011
TFR Capital
Texas
$700K -$1.35M -4,463 -69%
ACM
2012
Ardent Capital Management
Ohio
$700K +$613K +2,027 New
SA
2013
Sovran Advisors
California
$700K +$16.6K +55 +3%
SAM
2014
Secure Asset Management
Michigan
$699K -$232K -768 -28%
JSL
2015
JT Stratford LLC
Georgia
$695K +$225K +744 +59%
CFP
2016
Cascade Financial Partners
California
$693K +$363K +1,200 +149%
EGM
2017
Engineers Gate Manager
New York
$693K -$7.35M -24,299 -92%
SFWC
2018
Strategic Family Wealth Counselors
New Jersey
$692K +$10.6K +35 +2%
UWS
2019
Unique Wealth Strategies
Illinois
$692K +$49.3K +163 +9%
CCA
2020
Cruiser Capital Advisors
Connecticut
$691K +$605K +2,000 New
CBA
2021
Coastal Bridge Advisors
Connecticut
$685K -$1M -3,318 -63%
APG
2022
Abacus Planning Group
South Carolina
$684K +$39.6K +131 +7%
RIA
2023
Realta Investment Advisors
Delaware
$682K +$151K +498 +34%
GPWM
2024
Grant Private Wealth Management
California
$680K -$1.08M -3,568 -64%
CNB
2025
Camden National Bank
Maine
$679K +$75K +248 +14%

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.