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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
TCPW
2376
Twin City Private Wealth
North Carolina
$400K -$35.1K -116 -9%
BWP
2377
Balboa Wealth Partners
Arizona
$399K +$104K +345 +43%
TCM
2378
Traynor Capital Management
Pennsylvania
$399K -$2.72K -9 -0.8%
IP
2379
Ignite Planners
California
$398K +$349K +1,154 New
BWM
2380
BlackDiamond Wealth Management
New York
$398K +$128K +424 +58%
RCG
2381
Regatta Capital Group
California
$397K +$52.3K +173 +18%
EF
2382
Exeter Financial
Arizona
$397K +$153K +505 +78%
SOAMC
2383
Spirit of America Management Corp
New York
$397K -$121K -400 -26%
NL
2384
Navalign LLC
California
$397K -$3.02K -10 -0.9%
ATS
2385
Ashton Thomas Securities
New York
$396K -$325K -1,074 -49%
VC
2386
Veracity Capital
Georgia
$395K +$18.1K +60 +6%
BC
2387
Barrett & Company
Rhode Island
$395K -$10.9K -36 -3%
KCM
2388
KRS Capital Management
Michigan
$395K +$346K +1,143 New
WCM
2389
WealthBridge Capital Management
Ohio
$394K -$165K -545 -32%
AWF
2390
Alpha Wealth Funds
Utah
$394K +$302K +1,000 New
CIA
2391
Compass Ion Advisors
Pennsylvania
$394K +$6.35K +21 +2%
BAM
2392
BOCHK Asset Management
Hong Kong
$394K +$345K +1,140 New
BFC
2393
Bedel Financial Consulting
Indiana
$393K +$20.3K +67 +6%
WKWM
2394
Walter & Keenan Wealth Management
Indiana
$393K -$742K -2,455 -68%
FFS
2395
Fortress Financial Solutions
Arizona
$393K +$344K +1,137 New
CCG
2396
Catalina Capital Group
California
$393K +$28.7K +95 +9%
BBNB
2397
Baker Boyer National Bank
Washington
$392K +$907 +3 +0.3%
RA
2398
Riversedge Advisors
Delaware
$392K +$343K +1,135 New
FWI
2399
Facet Wealth Inc
Maryland
$392K +$3.63K +12 +1%
ACM
2400
Andina Capital Management
Utah
$391K +$35.4K +117 +12%

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.