UNH icon

UnitedHealth

3,555 hedge funds and large institutions have $417B invested in UnitedHealth in 2025 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 1,385 increasing their positions, 1,641 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,555
Holders Change
-77
Holders Change %
-2.12%
% of All Funds
48.29%
Holding in Top 10
223
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+12.63%
% of All Funds
3.03%
New
208
Increased
1,385
Reduced
1,641
Closed
215
Calls
$5.97B
Puts
$5.11B
Net Calls
+$859M
Net Calls Change
+$595M
Name Holding Trade Value Shares
Change
Shares
Change %
Capstone Investment Advisors
1026
Capstone Investment Advisors
New York
$7.2M -$17.5M -33,340 -71%
KIM
1027
Kestra Investment Management
Texas
$7.2M +$2.25M +4,292 +45%
PCP
1028
Pacific Capital Partners
$7.2M -$1.46M -2,785 -17%
HIP
1029
Harrell Investment Partners
Texas
$7.13M -$55.5K -106 -0.8%
ECML
1030
Eagle Capital Management (Louisiana)
Louisiana
$7.11M -$53.9K -103 -0.8%
WPP
1031
Whalerock Point Partners
Rhode Island
$7.11M +$183K +350 +3%
ERIC
1032
Eagle Rock Investment Company
Georgia
$7.1M +$62.9K +120 +0.9%
SAM
1033
Simplify Asset Management
Nevada
$7.03M +$718K +1,370 +11%
IA
1034
Integrity Alliance
Iowa
$7.02M +$5.54M +10,583 +376%
SIG
1035
Sky Investment Group
Connecticut
$7.01M +$42.4K +81 +0.6%
MA
1036
Mutual Advisors
Nebraska
$7M -$725K -1,733 -9%
SIC
1037
Sigma Investment Counselors
Michigan
$7M -$716K -1,368 -9%
FPAS
1038
Focus Partners Advisor Solutions
Missouri
$6.99M +$1.32M +2,515 +23%
CPA
1039
Capital Planning Advisors
California
$6.99M -$91.7K -175 -1%
BCM
1040
Brookstone Capital Management
Illinois
$6.96M -$6.89M -13,153 -50%
TL
1041
Tradewinds LLC
North Carolina
$6.95M -$53.9K -103 -0.8%
LCM
1042
Landscape Capital Management
New Jersey
$6.95M +$1.14M +2,173 +20%
CIG
1043
Consolidated Investment Group
Colorado
$6.94M +$60.2K +115 +0.9%
BZWA
1044
Blue Zone Wealth Advisors
California
$6.85M +$1.04M +1,994 +18%
HWAM
1045
Hennion & Walsh Asset Management
New Jersey
$6.84M +$147K +281 +2%
JWBC
1046
J.W. Burns & Co
New York
$6.78M -$727K -1,389 -10%
APWM
1047
Argonautica Private Wealth Management
Massachusetts
$6.78M +$5.76K +11 +0.1%
TI
1048
TrueMark Investments
Illinois
$6.78M +$1.41M +2,688 +26%
AG
1049
AlTi Global
New York
$6.78M -$1.59M -3,038 -19%
MWA
1050
Meridian Wealth Advisors
Texas
$6.77M -$139K -265 -2%