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
WA
2026
Waddell & Associates
Tennessee
$678K +$88.6K +293 +18%
WA
2027
Wealthstream Advisors
New York
$677K +$10.6K +35 +2%
CWA
2028
Continuum Wealth Advisors
New York
$677K +$372K +1,230 +168%
BCG
2029
Breakwater Capital Group
New Jersey
$674K -$122K -402 -17%
FFA
2030
Florida Financial Advisors
Florida
$672K -$62K -205 -10%
PAM
2031
Peak Asset Management
Colorado
$671K -$953K -3,152 -62%
BIAS
2032
Beacon Investment Advisory Services
New Jersey
$669K -$5.52M -18,239 -90%
FPWM
2033
FSB Premier Wealth Management
Iowa
$667K -$3.63K -12 -0.6%
KJHP
2034
K.J. Harrison & Partners
Ontario, Canada
$666K -$12.1K -40 -2%
LPFG
2035
Landing Point Financial Group
Ohio
$666K +$14.5K +48 +3%
WA
2036
WealthTrust Axiom
Pennsylvania
$666K -$9.07K -30 -2%
BWM
2037
Baron Wealth Management
Michigan
$666K +$277K +915 +90%
1SB
2038
1ST Source Bank
Indiana
$666K +$9.98K +33 +2%
BWP
2039
BSW Wealth Partners
Colorado
$665K -$124K -409 -18%
TFCP
2040
Twin Focus Capital Partners
Massachusetts
$665K
DAM
2041
Diamant Asset Management
Connecticut
$663K -$45.4K -150 -7%
PGWM
2042
Parisi Gray Wealth Management
New Jersey
$663K -$1.11M -3,657 -66%
CAM
2043
CenterStar Asset Management
Illinois
$663K +$581K +1,920 New
PWP
2044
Prasad Wealth Partners
Ohio
$662K +$580K +1,918 New
PB
2045
Pinnacle Bancorp
Nebraska
$662K -$129K -425 -18%
1C
2046
111 Capital
France
$662K +$580K +1,917 New
SB
2047
Sunflower Bank
Texas
$662K +$8.47K +28 +1%
SAM
2048
Sawgrass Asset Management
Florida
$661K -$203K -670 -26%
PCM
2049
Presidio Capital Management
California
$661K +$50.8K +168 +10%
AA
2050
Acorns Advisers
California
$661K +$224K +741 +63%

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.