We are live on ! Find out more
UNH icon

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
AF
2326
Apollon Financial
South Carolina
$431K +$377K +1,247 New
BP
2327
BCK Partners
New York
$431K -$11.5K -38 -3%
BF
2328
bLong Financial
Tennessee
$430K +$175K +579 +87%
CIC
2329
Crawford Investment Counsel
Georgia
$428K -$76.5K -253 -17%
NB
2330
Northwest Bancshares
Pennsylvania
$428K -$118K -390 -24%
DIM
2331
Delta Investment Management
California
$428K -$7.79M -25,763 -95%
QCIG
2332
Quad-Cities Investment Group
Iowa
$425K +$372K +1,229 New
G
2333
GenTrust
Florida
$424K -$47.5K -157 -11%
WAM
2334
Worth Asset Management
Texas
$424K -$605 -2 -0.2%
EL
2335
EWA LLC
Pennsylvania
$423K +$54.1K +179 +17%
QPWM
2336
Quadrant Private Wealth Management
Pennsylvania
$421K +$46K +152 +14%
MAM
2337
Martingale Asset Management
Massachusetts
$421K -$3.97M -13,129 -92%
AFM
2338
Aspetuck Financial Management
Connecticut
$421K -$10.6K -35 -3%
1WA
2339
180 Wealth Advisors
Washington
$417K +$91.9K +304 +34%
WPW
2340
Waldron Private Wealth
Pennsylvania
$416K +$79.2K +262 +28%
JCM
2341
Jacobsen Capital Management
Utah
$416K +$158K +523 +77%
FG
2342
Foster Group
Iowa
$416K +$107K +354 +42%
MSCM
2343
McElhenny Sheffield Capital Management
Texas
$415K -$121K -400 -25%
AM
2344
Atwater Malick
Pennsylvania
$415K +$363K +1,201 New
Two Sigma Advisers
2345
Two Sigma Advisers
New York
$414K -$229M -758,300 -100%
FCAS
2346
First Command Advisory Services
Texas
$414K +$13.6K +45 +4%
JWM
2347
Jeppson Wealth Management
California
$414K +$33K +109 +10%
CWMG
2348
Compass Wealth Management (Georgia)
Georgia
$414K +$363K +1,200 New
JC
2349
JBF Capital
Colorado
$414K +$363K +1,200 New
AFWM
2350
Abich Financial Wealth Management
Virginia
$414K +$363K +1,199 New

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.