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
HWM
2426
HFR Wealth Management
New York
$376K
PPWM
2427
Paragon Private Wealth Management
Kentucky
$375K -$78.6K -260 -19%
OPWM
2428
Oxinas Partners Wealth Management
Indiana
$374K
OPWM
2429
Oregon Pacific Wealth Management
Oregon
$374K +$17.8K +59 +6%
WAG
2430
Wallace Advisory Group
California
$374K -$319K -1,056 -47%
FVWA
2431
Foster Victor Wealth Advisors
South Carolina
$374K +$69K +228 +28%
SIS
2432
Strategic Investment Solutions
Illinois
$374K +$463K +1,532 +766%
NFTC
2433
North Forty Two & Co
Oregon
$373K
VCP
2434
Verus Capital Partners
Arizona
$371K -$74.1K -245 -19%
AFA
2435
Allium Financial Advisors
Oregon
$371K -$68K -225 -17%
BMC
2436
Benin Management Corp
Connecticut
$370K +$7.26K +24 +2%
BFA
2437
Benedict Financial Advisors
Georgia
$370K -$8.47K -28 -3%
OWM
2438
OneAscent Wealth Management
Alabama
$369K +$323K +1,068 New
PPW
2439
Pasadena Private Wealth
California
$369K
CWA
2440
Consilio Wealth Advisors
Washington
$369K +$52K +172 +19%
4A
2441
4Wealth Advisors
Illinois
$368K +$22.1K +73 +7%
PWM
2442
Provident Wealth Management
Tennessee
$368K +$113K +373 +54%
LWL
2443
Leo Wealth LLC
Texas
$367K +$6.96K +23 +2%
TCM
2444
Teza Capital Management
Illinois
$366K -$30.5K -101 -9%
EP
2445
Elkhorn Partners
Nebraska
$366K +$3.02K +10 +1%
AWM
2446
Aviso Wealth Management
Washington
$366K -$194K -640 -38%
SGK
2447
Steigerwald Gordon & Koch
Virginia
$365K -$24.5K -81 -7%
QFA
2448
Quantum Financial Advisors
California
$364K -$116K -383 -27%
CW
2449
Code Waechter
Florida
$364K -$201K -664 -40%
WCFA
2450
Walkner Condon Financial Advisors
Wisconsin
$364K +$70.2K +232 +28%

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.