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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
KAM
2051
KEB Asset Management
Illinois
$660K +$907 +3 +0.2%
GWA
2052
Gratus Wealth Advisors
Virginia
$659K -$42K -139 -7%
FA
2053
Faithward Advisors
Pennsylvania
$659K -$217K -719 -27%
OC
2054
Opinicus Capital
Florida
$658K -$410K -1,354 -42%
LAM
2055
Lingohr Asset Management
Germany
$656K +$575K +1,900 New
CAM
2056
Creekmur Asset Management
Illinois
$654K -$254K -839 -31%
FBT
2057
First Bank & Trust
South Dakota
$653K +$163K +539 +40%
APM
2058
a16z Perennial Management
California
$652K +$571K +1,889 New
FNWM
2059
Financial Network Wealth Management
Utah
$652K +$614K +2,030 New
SIM
2060
Synergy Investment Management
Florida
$651K +$39.9K +132 +8%
TPWA
2061
Twin Peaks Wealth Advisors
California
$650K +$126K +417 +28%
WLIM
2062
White Lighthouse Investment Management
Massachusetts
$649K -$3.02K -10 -0.5%
ANC
2063
Ames National Corp
Iowa
$649K -$89.2K -295 -14%
CMTU
2064
Capital Markets Trading (UK)
United Kingdom
$647K +$567K +1,874 New
SPL
2065
Smart Portfolios LLC
Washington
$646K -$15.1K -50 -3%
JTWM
2066
Jackson Thornton Wealth Management
Alabama
$646K +$184K +607 +53%
LI
2067
LRI Investments
Florida
$645K +$70.5K +233 +1%
NRC
2068
New Republic Capital
North Carolina
$643K +$60.2K +199 +12%
API
2069
Asset Planning Inc
California
$642K -$12.4K -41 -2%
GHA
2070
Granite Harbor Advisors
Texas
$640K +$23.9K +79 +4%
LW
2071
Lauer Wealth
Indiana
$640K +$172K +569 +47%
CFG
2072
Copley Financial Group
California
$638K +$147K +485 +36%
BOS
2073
Bank of Stockton
California
$637K -$136K -451 -20%
BOSSRA
2074
B.O.S.S. Retirement Advisors
Utah
$636K -$20.3K -67 -4%
FAM
2075
Flaharty Asset Management
Florida
$635K +$145K +480 +35%

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.