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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
HAI
2251
Hennessy Advisors Inc
California
$483K +$318K +1,050 +300%
AI
2252
AdvisorShares Investments
Maryland
$483K +$423K +1,400 New
DI
2253
Diligent Investors
California
$483K +$1.21K +4 +0.3%
BW
2254
Blalock Williams
Alabama
$482K +$14.5K +48 +4%
RFN
2255
RDA Financial Network
Iowa
$482K -$2.64M -8,714 -86%
DWS
2256
Discipline Wealth Solutions
South Carolina
$481K +$83.8K +277 +25%
CC
2257
Cypress Capital
Tennessee
$481K +$5.14K +17 +1%
PWG
2258
Portside Wealth Group
Utah
$479K -$75.3K -249 -15%
PWM
2259
Proathlete Wealth Management
Florida
$477K -$88K -291 -17%
JWM
2260
Jessup Wealth Management
Ohio
$475K -$1.53M -5,074 -79%
AGP
2261
Aspire Growth Partners
Florida
$474K -$5.44K -18 -1%
CAM
2262
Chesapeake Asset Management
New York
$474K +$127K +419 +44%
AIA
2263
Arbor Investment Advisors
North Carolina
$473K +$196K +647 +89%
MWPCG
2264
Measured Wealth Private Client Group
New Hampshire
$473K -$61.4K -203 -13%
DI
2265
Disciplined Investors
Texas
$472K -$6.05K -20 -1%
MSS
2266
Mitchell Sinkler & Starr
Pennsylvania
$472K -$16K -53 -4%
BOPW
2267
Brandywine Oak Private Wealth
Pennsylvania
$472K -$11.2K -37 -3%
HCP
2268
Holt Capital Partners
Texas
$471K
BFS
2269
Burr Financial Services
California
$471K +$129K +425 +45%
PCM
2270
Pointe Capital Management
Michigan
$470K -$27.8K -92 -6%
EFSCE
2271
Enterprise Financial Services Corp (EFSC)
Missouri
$470K -$26K -86 -6%
KSWWM
2272
Keyes Stange & Wooten Wealth Management
Florida
$470K -$9.68K -32 -2%
MHR
2273
Matthew Hamilton Rosenberg
$469K +$2.42K +8 +0.6%
WQ
2274
Wealth Quarterback
New Jersey
$469K -$7.86K -26 -2%
MCP
2275
Mirador Capital Partners
California
$468K +$90.7K +300 +28%

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.