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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
CIA
2201
Cape Investment Advisory
Georgia
$525K -$40.8K -135 -8%
BFA
2202
Buttonwood Financial Advisors
Maryland
$522K -$9.38K -31 -2%
GHA
2203
GW Henssler & Associates
Georgia
$521K +$10.3K +34 +2%
PAG
2204
Paladin Advisory Group
Iowa
$520K -$62K -205 -12%
CTC
2205
Corundum Trust Company
South Dakota
$518K -$2.72K -9 -0.6%
CC
2206
Corsicana & Co
Texas
$517K +$453K +1,498 New
CG
2207
Cynosure Group
Utah
$516K -$2.3M -7,604 -84%
BWM
2208
Buska Wealth Management
Wisconsin
$516K -$104K -344 -19%
BAM
2209
Byrne Asset Management
New Jersey
$516K -$237K -783 Closed
BFIM
2210
Beese Fulmer Investment Management
Ohio
$515K +$42.3K +140 +10%
AIIMS
2211
Analyst IMS Investment Management Services
Israel
$513K -$66.8K -221 -13%
Polen Capital Management
2212
Polen Capital Management
Florida
$512K -$1.42M -4,691 -76%
TF
2213
Tompkins Financial
New York
$512K -$3.33K -11 -0.7%
CSPIA
2214
Cary Street Partners Investment Advisory
Virginia
$508K -$202K -669 -31%
PWM
2215
Prosperity Wealth Management
California
$507K -$675K -2,233 -60%
WT
2216
Washington Trust
Rhode Island
$506K +$54.4K +180 +14%
MHC
2217
May Hill Capital
Massachusetts
$505K +$231K +763 +109%
PIA
2218
Pinion Investment Advisors
Kansas
$505K -$163K -539 -28%
RDFA
2219
Ritter Daniher Financial Advisory
Ohio
$504K +$249K +823 +129%
HCM
2220
Hengehold Capital Management
Ohio
$504K +$70.2K +232 +19%
MWM
2221
Manske Wealth Management
Texas
$504K +$85.3K +282 +24%
GFA
2222
Gallagher Fiduciary Advisors
Illinois
$502K +$26.9K +89 +7%
WAG
2223
Winthrop Advisory Group
Massachusetts
$502K -$27.8K -92 -6%
GSWM
2224
Golden State Wealth Management
California
$501K +$167K +553 +62%
AIA
2225
Affinity Investment Advisors
California
$501K -$90.4K -299 -17%

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.