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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
LA
2176
Lifeworks Advisors
Michigan
$551K +$15.7K +52 +3%
V
2177
VeraBank
Texas
$550K -$37.2K -123 -7%
RC
2178
Rexford Capital
Texas
$548K +$28.7K +95 +6%
WF
2179
Womack Financial
Texas
$546K +$3.02K +10 +0.6%
LWP
2180
LMG Wealth Partners
Louisiana
$546K +$478K +1,582 New
CWS
2181
Cypress Wealth Services
California
$544K -$605 -2 -0.1%
EA
2182
Everpar Advisors
Oklahoma
$543K +$123K +406 +35%
MWM
2183
Maridea Wealth Management
New York
$542K +$234K +775 +109%
CIM
2184
Cambria Investment Management
California
$542K +$133K +440 +39%
NRI
2185
NFP Retirement Inc
California
$541K -$10.6K -35 -2%
DA
2186
Detalus Advisors
Missouri
$540K +$13K +43 +3%
MCM
2187
Maple Capital Management
Vermont
$539K -$19.6M -64,852 -98%
GC
2188
Gilbert & Cook
Iowa
$539K +$9.68K +32 +2%
SIAP
2189
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$538K +$266K +878 +129%
FMC
2190
First Merchants Corp
Indiana
$538K -$200K -660 -30%
C
2191
Covestor
United Kingdom
$536K +$260K +861 +124%
CAL
2192
Capital Advisors Ltd
Ohio
$535K +$21.5K +71 +5%
OWA
2193
One Wealth Advisors
California
$534K +$67.1K +222 +17%
RPWA
2194
Regent Peak Wealth Advisors
Georgia
$532K +$466K +1,542 New
WMP
2195
Wealth Management Partners
Arizona
$532K -$514K -1,701 -52%
MWM
2196
Mindset Wealth Management
Indiana
$531K +$3.93K +13 +0.9%
Members Trust
2197
Members Trust
Florida
$529K +$16.3K +54 +4%
FNBSF
2198
First National Bank Sioux Falls
South Dakota
$527K
CA
2199
Claris Advisors
Missouri
$526K
NRWA
2200
North Ridge Wealth Advisors
Oregon
$526K

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.