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
Vanguard Group
1
Vanguard Group
Pennsylvania
$31.3B -$95.4M -315,325 -0.3%
BlackRock
2
BlackRock
New York
$25.7B -$309M -1,020,189 -1%
State Street
3
State Street
Massachusetts
$15.2B -$246M -814,208 -2%
Capital World Investors
4
Capital World Investors
California
$7.52B +$1.04B +3,439,182 +19%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$7.5B +$143M +473,843 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$6.41B -$436M -1,441,577 -7%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$6.27B -$1.14B -3,768,686 -17%
Capital International Investors
8
Capital International Investors
California
$6.04B +$528M +1,747,337 +11%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$5.7B -$2.33B -7,697,387 -32%
Morgan Stanley
10
Morgan Stanley
New York
$5.26B +$40.6M +134,179 +0.9%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$4.73B -$941M -3,112,368 -19%
Capital Research Global Investors
12
Capital Research Global Investors
California
$4.5B +$2.21B +7,293,009 +127%
Bank of America
13
Bank of America
North Carolina
$3.61B +$31.6M +104,459 +1%
Dodge & Cox
14
Dodge & Cox
California
$3.28B +$228M +755,076 +9%
Northern Trust
15
Northern Trust
Illinois
$3.15B +$43.6M +144,109 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.83B +$78.9M +260,984 +3%
Charles Schwab
17
Charles Schwab
California
$2.78B +$169M +559,430 +7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.68B -$38.9M -128,676 -2%
UBS AM
19
UBS AM
Illinois
$2.37B -$523M -1,730,837 -20%
AllianceBernstein
20
AllianceBernstein
Tennessee
$2.22B -$157M -519,455 -7%
Legal & General Group
21
Legal & General Group
United Kingdom
$2.16B +$74.2M +245,349 +4%
Amundi
22
Amundi
France
$2.09B -$115M -379,880 -6%
Sanders Capital
23
Sanders Capital
Florida
$2.08B +$24.7M +81,760 +1%
Franklin Resources
24
Franklin Resources
California
$2.02B +$290M +959,038 +20%
Eagle Capital Management (New York)
25
Eagle Capital Management (New York)
New York
$1.87B +$13M +42,892 +0.8%

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.