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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
VBFP
2101
Valtinson Bruner Financial Planning
Minnesota
$607K +$3.02K +10 +0.6%
CAWM
2102
Capital Advisors Wealth Management
Washington
$606K +$77.7K +257 +17%
BC
2103
Broadwater Capital
Massachusetts
$606K -$165M -545,441 -100%
RWA
2104
River Wealth Advisors
Pennsylvania
$605K -$2.87M -9,475 -84%
WWC
2105
Waypoint Wealth Counsel
Georgia
$604K +$202K +669 +62%
NSIM
2106
North Star Investment Management
Illinois
$602K +$15.4K +51 +3%
TWG
2107
The Wealth Group
Minnesota
$601K -$19.1K -63 -3%
SFS
2108
Summit Financial Strategies
Ohio
$600K -$5.14K -17 -1%
FFWA
2109
FRG Family Wealth Advisors
Washington
$598K
AA
2110
Aire Advisors
California
$598K +$151K +498 +40%
FSA
2111
Franklin Street Advisors
North Carolina
$598K -$74.4K -246 -12%
SI
2112
Severin Investments
Missouri
$598K +$524K +1,731 New
WAS
2113
Winch Advisory Services
Wisconsin
$597K +$75.6K +250 +17%
ACP
2114
Argyle Capital Partners
California
$597K +$235K +776 +82%
KA
2115
Klingman & Associates
New York
$596K +$172K +568 +49%
MCWS
2116
McKinley Carter Wealth Services
West Virginia
$595K -$5.19M -17,169 -91%
GF
2117
Gries Financial
Ohio
$595K +$37.5K +124 +8%
ABTD
2118
Arvest Bank Trust Division
Oklahoma
$595K +$15.1K +50 +3%
SPWG
2119
Sage Private Wealth Group
Illinois
$595K +$21.8K +72 +4%
RFG
2120
RFP Financial Group
Georgia
$595K +$16.9K +56 +4%
SIM
2121
Sims Investment Management
Ohio
$593K +$191K +631 +58%
EW
2122
Elyxium Wealth
California
$593K -$110K -363 -17%
KWA
2123
Kellett Wealth Advisors
Ohio
$593K +$3.93K +13 +0.8%
WCG
2124
Weaver Consulting Group
California
$592K +$238K +786 +85%
EW
2125
Element Wealth
Mississippi
$592K +$110K +365 +27%

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.