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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
AGWCA
2351
Annis Gardner Whiting Capital Advisors
Florida
$414K +$124K +411 +52%
IRC
2352
Investors Research Corp
Georgia
$413K +$302 +1 +0.1%
WFA
2353
Wellspring Financial Advisors
Ohio
$413K +$17.8K +59 +5%
CFO
2354
Custos Family Office
Texas
$411K +$24.2K +80 +7%
TSW
2355
Three Seasons Wealth
Utah
$410K -$354K -1,172 -50%
MIM
2356
Macroview Investment Management
Maryland
$409K +$12.4K +41 +4%
HAIM
2357
Hunter Associates Investment Management
Pennsylvania
$408K -$499K -1,650 -58%
UWPG
2358
Ullmann Wealth Partners Group
Florida
$408K +$65.3K +216 +22%
SFG
2359
Sunburst Financial Group
Alabama
$407K -$136K -451 -28%
ACM
2360
Armbruster Capital Management
New York
$406K
IW
2361
Instrumental Wealth
Florida
$406K +$356K +1,177 New
TIA
2362
Traphagen Investment Advisors
New Jersey
$406K -$69.9K -231 -16%
BF
2363
Brucke Financial
Indiana
$405K -$28.4K -94 -7%
OFG
2364
Oxford Financial Group
Indiana
$405K +$75.6K +250 +27%
FFA
2365
Founders Financial Alliance
North Carolina
$405K -$134K -442 -27%
GIM
2366
Groesbeck Investment Management
New Jersey
$404K
IA
2367
Invested Advisors
Pennsylvania
$403K +$233K +769 New
BRWM
2368
Blue Rock Wealth Management
North Carolina
$403K +$30.8K +102 +10%
MA
2369
Maxele Advisors
Missouri
$403K -$139K -460 -28%
CIAM
2370
Caitong International Asset Management
Hong Kong
$402K -$1.03M -3,392 -74%
EBSAM
2371
Eubel Brady & Suttman Asset Management
Ohio
$402K +$23.3K +77 +7%
EWA
2372
Evolution Wealth Advisors
Florida
$402K +$24.8K +82 +8%
OFW
2373
Omnia Family Wealth
Florida
$402K +$352K +1,164 New
SP
2374
Successful Portfolios
Florida
$402K -$44.5K -147 -11%
AF
2375
Aldebaran Financial
$401K +$55K +182 +19%

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.