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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
SPWG
2076
Syntegra Private Wealth Group
Missouri
$634K +$37.8K +125 +7%
MIC
2077
Means Investment Company
Maine
$633K -$752K -2,488 -58%
MW
2078
MBL Wealth
North Carolina
$633K -$401K -1,327 -42%
VAM
2079
Virtue Asset Management
Illinois
$633K +$554K +1,833 New
Fuller & Thaler Asset Management
2080
Fuller & Thaler Asset Management
California
$632K
TWM
2081
Thrive Wealth Management
Pennsylvania
$632K -$65K -215 -11%
PW
2082
PUREfi Wealth
Massachusetts
$632K +$53.5K +177 +11%
FWMP
2083
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$632K +$9.98K +33 +2%
MPCL
2084
My Personal CFO LLC
Washington
$632K +$23K +76 +4%
LSA
2085
Lansing Street Advisors
Pennsylvania
$630K +$319K +1,055 +137%
BFS
2086
BridgePort Financial Solutions
Iowa
$628K +$44.8K +148 +9%
CAC
2087
Certified Advisory Corp
Florida
$626K +$22.4K +74 +4%
PCMM
2088
Piedmont Capital Management (Montana)
Montana
$626K +$24.8K +82 +5%
CL
2089
CLG LLC
California
$625K +$46.9K +155 +9%
LIA
2090
LS Investment Advisors
Michigan
$625K +$121K +400 +28%
KLCM
2091
KG&L Capital Management
Louisiana
$624K +$546K +1,806 New
RFO
2092
RiverGlades Family Offices
Florida
$622K
FP
2093
Factorial Partners
New York
$622K +$544K +1,800 New
NFA
2094
Northern Financial Advisors
Michigan
$621K +$605 +2 +0.1%
SRA
2095
Secured Retirement Advisors
Minnesota
$619K -$1.61M -5,314 -75%
IWA
2096
Invera Wealth Advisors
Oregon
$619K +$17.2K +57 +3%
PWM
2097
Pines Wealth Management
North Carolina
$617K +$45.7K +151 +9%
LA
2098
LVW Advisors
New York
$615K +$100K +332 +23%
SC
2099
Sierra Capital
Florida
$614K -$8.47K -28 -2%
FFWM
2100
Future Financial Wealth Management
Ohio
$608K +$83.2K +275 +19%

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.