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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
SAM
2451
Strategy Asset Managers
California
$364K +$77.4K +256 +32%
BTWM
2452
Baker Tilly Wealth Management
Wisconsin
$363K -$60.2K -199 -16%
DDPIC
2453
Deroy & Devereaux Private Investment Counsel
Michigan
$363K
UB
2454
Umpqua Bank
Oregon
$363K
JWA
2455
JFS Wealth Advisors
Pennsylvania
$362K +$26.6K +88 +9%
VAMG
2456
Voisard Asset Management Group
Michigan
$362K -$35.1K -116 -10%
CWA
2457
Canvas Wealth Advisors
Kansas
$361K +$303K +1,003 New
HIS
2458
Horizon Investment Services
Indiana
$361K -$701K -2,319 -69%
PHAM
2459
Palisades Hudson Asset Management
Florida
$361K -$9.38K -31 -3%
AFA
2460
Antonelli Financial Advisors
Michigan
$361K -$56K -185 -15%
DCM
2461
Davis Capital Management
Florida
$361K +$316K +1,045 New
FI
2462
Financial Insights
Washington
$361K +$316K +1,045 New
PA
2463
PSI Advisors
Florida
$360K +$315K +1,043 New
WP
2464
Westmount Partners
California
$360K -$7.26K -24 -2%
FWM
2465
Finer Wealth Management
Massachusetts
$359K +$80.8K +267 +34%
TWP
2466
Tempus Wealth Planning
California
$359K -$668K -2,209 -68%
AA
2467
Argent Advisors
Louisiana
$359K +$118K +391 +60%
AFG
2468
Altiora Financial Group
Ohio
$358K -$12.1K -40 -4%
HIM
2469
Hanlon Investment Management
New Jersey
$358K +$95K +314 +43%
FAG
2470
Fortitude Advisory Group
Washington
$358K -$13.6K -45 -4%
SRC
2471
Sage Rhino Capital
California
$356K +$23K +76 +8%
FCM
2472
Fogel Capital Management
Florida
$355K -$2.42K -8 -0.8%
FPL
2473
Fortress Private Ledger
North Carolina
$355K +$55.3K +183 +22%
SL
2474
Sentinus LLC
Illinois
$354K +$71.1K +235 +30%
SF
2475
SWP Financial
California
$354K

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.