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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
FA
2401
Forefront Analytics
Pennsylvania
$390K +$120K +396 +54%
HNWAG
2402
High Net Worth Advisory Group
Florida
$389K -$58.1K -192 -15%
AAB
2403
ABN AMRO Bank
Netherlands
$388K -$161K -532 -32%
LIA
2404
LBMC Investment Advisors
Tennessee
$386K +$75.6K +250 +29%
AT
2405
Arlington Trust
Alabama
$385K -$129K -428 -28%
PMFA
2406
Plante Moran Financial Advisors
Michigan
$385K -$53.5K -177 -14%
CVM
2407
Cheviot Value Management
California
$384K
KCP
2408
Kera Capital Partners
California
$384K +$116K +385 +53%
DA
2409
Dillon & Associates
Michigan
$384K +$2.12K +7 +0.6%
AW
2410
Atlas Wealth
Ohio
$383K +$336K +1,110 New
TTIC
2411
Tower Trust & Investment Company
Iowa
$383K
VAF
2412
Values Added Financial
District of Columbia
$383K +$1.21K +4 +0.4%
BCM
2413
Berbice Capital Management
New York
$382K -$158K -524 -32%
MFS
2414
Miller Financial Services
Michigan
$382K -$22.1K -73 -6%
AIA
2415
AssuredPartners Investment Advisors
Florida
$382K -$45.7K -151 -12%
THL
2416
Tillman Hartley LLC
Colorado
$382K +$12.1K +40 +4%
RWB
2417
RMR Wealth Builders
New Jersey
$381K +$29.9K +99 +10%
PCI
2418
Planning Center Inc
Illinois
$381K -$1.21K -4 -0.4%
CG
2419
Clifford Group
Massachusetts
$380K +$30.8K +102 +10%
WPC
2420
Waters Parkerson & Co
Louisiana
$380K -$181K -600 -35%
MWA
2421
Monograph Wealth Advisors
California
$380K +$33.6K +111 +11%
AB
2422
Atlas Brown
Kentucky
$379K +$2.42K +8 +0.7%
FC
2423
Financial Consulate
Maryland
$378K +$331K +1,096 New
MWA
2424
MN Wealth Advisors
Kansas
$378K +$50.2K +166 +18%
ITIM
2425
Indiana Trust & Investment Management
Indiana
$378K +$89.8K +297 +37%

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.