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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
MSA
2276
Marino Stram & Associates
Massachusetts
$467K +$194K +642 +90%
LWM
2277
LeConte Wealth Management
Tennessee
$467K +$79.5K +263 +24%
TM
2278
TigerOak Management
New Mexico
$467K -$387K -1,281 -49%
SS
2279
Sunbelt Securities
Texas
$466K -$274K -905 -40%
BA
2280
Birinyi Associates
Connecticut
$466K
4WM
2281
44 Wealth Management
Oregon
$464K -$240K -795 -37%
CWM
2282
Cahaba Wealth Management
Georgia
$464K -$8.17K -27 -2%
BLC
2283
Brown, Lisle/Cummings
Rhode Island
$464K -$12.4K -41 -3%
OF
2284
Optimize Financial
California
$464K +$406K +1,343 New
SFS
2285
Stiles Financial Services
Minnesota
$464K -$227K -751 -36%
TA
2286
TrueWealth Advisors
Alabama
$463K -$6.65K -22 -2%
CFSG
2287
Clark Financial Services Group
Missouri
$463K -$1.81K -6 -0.4%
ODFS
2288
O'Donnell Financial Services
California
$463K +$7.56K +25 +2%
FFA
2289
Fi3 Financial Advisors
Indiana
$463K +$137K +452 +51%
LF
2290
Lantz Financial
Illinois
$462K +$132K +436 +48%
PC
2291
Prairiewood Capital
North Dakota
$461K -$1.81K -6 -0.4%
FWP
2292
Falcon Wealth Planning
California
$461K +$34.8K +115 +9%
PEA
2293
Park Edge Advisors
Ohio
$460K +$56K +185 +16%
NERM
2294
New England Research & Management
Illinois
$458K -$2.06M -6,795 -84%
FCCM
2295
First City Capital Management
Georgia
$456K +$46.9K +155 +13%
PA
2296
Promethium Advisors
Maryland
$454K +$398K +1,315 New
CCS
2297
Concentric Capital Strategies
Connecticut
$454K -$1.19M -3,922 -75%
FWTB
2298
First Western Trust Bank
Colorado
$453K +$3.33K +11 +0.8%
OWA
2299
Octavia Wealth Advisors
Ohio
$452K +$40.8K +135 +11%
PNC
2300
Park National Corp
Ohio
$450K -$46.6K -154 -11%

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.