We are live on ! Find out more
UNH icon

UnitedHealth

3,605 hedge funds and large institutions have $425B invested in UnitedHealth in 2025 Q1 according to their latest regulatory filings, with 206 funds opening new positions, 1,408 increasing their positions, 1,665 reducing their positions, and 217 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $5.97B | Put options by funds: $5.11B

13% more funds holding in top 10

Funds holding in top 10: 201227 (+26)

3% more capital invested

Capital invested by funds: $414B → $425B (+$11.2B)

0.84% more ownership

Funds ownership: 87.96%88.79% (+0.84%)

5% less first-time investments, than exits

New positions opened: 206 | Existing positions closed: 217

2% less funds holding

Funds holding: 3,6773,605 (-72)

15% less repeat investments, than reductions

Existing positions increased: 1,408 | Existing positions reduced: 1,665

Holders
3,605
Holders Change
-72
Holders Change %
-1.96%
% of All Funds
48.32%
Holding in Top 10
227
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+12.94%
% of All Funds
3.04%
New
206
Increased
1,408
Reduced
1,665
Closed
217
Calls
$5.97B
Puts
$5.11B
Net Calls
+$859M
Net Calls Change
+$595M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$47.5B +$2.85B +5,583,343 +7%
BlackRock
2
BlackRock
New York
$38.9B +$1.16B +2,275,323 +3%
State Street
3
State Street
Massachusetts
$23.7B -$130M -254,389 -0.6%
JP Morgan Chase
4
JP Morgan Chase
New York
$13.8B +$951M +1,861,002 +8%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$13.5B +$1.27B +2,486,839 +11%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$12.7B -$3.02B -5,903,163 -20%
Capital World Investors
7
Capital World Investors
California
$11.9B +$646M +1,264,026 +6%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$11.2B -$4.39M -8,593 -0%
Morgan Stanley
9
Morgan Stanley
New York
$11.2B -$16.1M -31,480 -0.1%
Capital Research Global Investors
10
Capital Research Global Investors
California
$10.9B +$1.46B +2,860,632 +16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$10.8B +$348M +680,888 +3%
Capital International Investors
12
Capital International Investors
California
$8.72B +$529M +1,034,100 +7%
Norges Bank
13
Norges Bank
Norway
$6.59B -$7.46M -14,591 -0.1%
Northern Trust
14
Northern Trust
Illinois
$4.89B -$87.5M -171,127 -2%
Franklin Resources
15
Franklin Resources
California
$4.63B -$38.1M -74,542 -0.8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.53B +$254M +497,528 +6%
Bank of America
17
Bank of America
North Carolina
$4.49B +$408M +797,655 +10%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.26B +$101M +196,696 +2%
AllianceBernstein
19
AllianceBernstein
Tennessee
$3.93B -$12M -23,539 -0.3%
UBS AM
20
UBS AM
Illinois
$3.9B -$588M -1,150,067 -13%
N
21
Nuveen
North Carolina
$3.85B +$111M +217,811 +3%
Charles Schwab
22
Charles Schwab
California
$3.7B +$430M +840,838 +14%
Wells Fargo
23
Wells Fargo
California
$3.37B -$186M -363,921 -5%
Invesco
24
Invesco
Georgia
$3.14B -$22.2M -43,447 -0.7%
Legal & General Group
25
Legal & General Group
United Kingdom
$3.12B -$27.2M -53,178 -0.9%

UNH Hedge Fund Activity: Q1 2025 in Review

3,605 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2025, worth a combined $425B — up 2.7% from $414B a quarter earlier.

Sellers outnumbered buyers: 217 funds closed out of UNH and 206 opened new positions — a net loss of 11 holders — while 1,665 trimmed existing stakes and 1,408 added.

The largest buyer was Vanguard Group, adding an estimated $2.85B. The largest seller was Fidelity Investments, cutting an estimated $3.02B.

  • 3,605 institutional investors held UnitedHealth (UNH) as of Q1 2025, down from 3,677 in Q4 2024.
  • Funds reported $425B of UnitedHealth stock for Q1 2025, up 2.7% quarter-over-quarter.
  • 206 funds opened new UnitedHealth positions in Q1 2025 and 217 closed out, a net change of -11 holders.
  • The largest UnitedHealth buyer in Q1 2025 was Vanguard Group, an estimated $2.85B added.
  • The largest UnitedHealth seller in Q1 2025 was Fidelity Investments, an estimated $3.02B sold.

Based on aggregated 13F filings for Q1 2025.