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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
TNB
2151
Thomasville National Bank
Georgia
$569K +$181K +600 +57%
CAGAS
2152
Capital Advisory Group Advisory Services
Minnesota
$568K -$170K -561 -25%
DSA
2153
Droms Strauss Advisors
Missouri
$568K
SWG
2154
Summit Wealth Group
Vermont
$568K
CPWA
2155
Cerro Pacific Wealth Advisors
California
$567K -$190K -627 -28%
DFA
2156
Davies Financial Advisors
California
$565K -$16.3K -54 -3%
APIM
2157
Agate Pass Investment Management
Washington
$564K -$341K -1,126 -41%
IA
2158
Intellus Advisors
Florida
$564K -$12.4K -41 -2%
AWP
2159
Axis Wealth Partners
Rhode Island
$563K +$8.47K +28 +2%
ACM
2160
Alethea Capital Management
Washington
$562K +$492K +1,627 New
SC
2161
Soundwatch Capital
Connecticut
$561K -$101M -335,048 -100%
DMBA
2162
Deseret Mutual Benefit Administrators
Utah
$561K +$164K +541 +50%
MTIM
2163
Marathon Trading Investment Management
Pennsylvania
$560K -$1.39M -4,600 -74%
WFA
2164
WMG Financial Advisors
Tennessee
$559K +$20K +66 +4%
FPCP
2165
Fort Point Capital Partners
California
$559K +$54.4K +180 +13%
RFP
2166
Root Financial Partners
California
$559K -$22.7K -75 -4%
NPFS
2167
Novak & Powell Financial Services
Florida
$558K +$123K +406 +34%
MIM
2168
Moseley Investment Management
Florida
$558K -$78K -258 -14%
KFG
2169
Kingdom Financial Group
Arizona
$558K -$251K -829 -34%
SPF
2170
South Plains Financial
Texas
$555K -$243K -804 -33%
KCPG
2171
Kavar Capital Partners Group
Kansas
$555K +$18.1K +60 +4%
IRP
2172
Investment Research Partners
Pennsylvania
$554K +$471K +1,558 New
HA
2173
Harbor Advisors
Florida
$552K
IWP
2174
Invenio Wealth Partners
Florida
$552K -$102K -337 -17%
AWA
2175
AGH Wealth Advisors
Kansas
$551K -$19.4K -64 -4%

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.