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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
CAS
2126
Coppell Advisory Solutions
Texas
$592K +$8.47K +28 +2%
DWA
2127
Douglass Winthrop Advisors
New York
$590K -$95.6K -316 -16%
KFGK
2128
Keystone Financial Group (Kentucky)
Kentucky
$588K +$15.4K +51 +3%
MRI
2129
Mad River Investors
Massachusetts
$587K +$514K +1,700 New
AWM
2130
AllSquare Wealth Management
New York
$587K +$12.7K +42 +3%
MQWP
2131
Morey & Quinn Wealth Partners
Nebraska
$586K -$24.2K -80 -4%
MSWM
2132
McGlone Suttner Wealth Management
Wisconsin
$585K +$133K +440 +35%
HKAM
2133
Horizon Kinetics Asset Management
New York
$585K +$513K +1,695 New
BIS
2134
BG Investment Services
Guam
$584K +$56.3K +186 +12%
AMG
2135
Asset Management Group
Connecticut
$584K -$3.33K -11 -0.6%
BWM
2136
BCS Wealth Management
Tennessee
$582K -$56K -185 -10%
HFP
2137
Holistic Financial Partners
Indiana
$582K +$103K +340 +25%
SPAS
2138
Spectrum Planning & Advisory Services
California
$582K +$39K +129 +8%
EFG
2139
Ethos Financial Group
Pennsylvania
$581K -$46.6K -154 -8%
MCM
2140
MV Capital Management
Maryland
$580K +$61.4K +203 +14%
PBK
2141
Peoples Bank (Kansas)
Kansas
$580K -$63.2K -209 -11%
VP
2142
Verum Partners
North Carolina
$578K +$40.5K +134 +9%
RI
2143
Ridgewood Investments
New Jersey
$577K +$351K +1,160 +227%
HPIA
2144
Hamilton Point Investment Advisors
North Carolina
$577K
CIA
2145
Caerus Investment Advisors
Texas
$576K +$505K +1,669 New
BCM
2146
Bienville Capital Management
New York
$575K +$504K +1,666 New
MFP
2147
Meridian Financial Partners
Virginia
$574K -$424K -1,403 -47%
RPGNY
2148
Retirement Planning Group (New York)
New York
$573K +$267K +882 +113%
WDC
2149
Woodward Diversified Capital
California
$573K +$107K +355 +27%
NFP
2150
Narus Financial Partners
Utah
$572K +$170K +561 +51%

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.