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UnitedHealth

3,018 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,189 increasing their positions, 1,390 reducing their positions, and 399 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $15.6B | Put options by funds: $14.8B

0.6% less ownership

Funds ownership: 83%82.4% (-0.6%)

8% less funds holding

Funds holding: 3,2953,018 (-277)

14% less repeat investments, than reductions

Existing positions increased: 1,189 | Existing positions reduced: 1,390

18% less capital invested

Capital invested by funds: $248B → $203B (-$45.4B)

36% less funds holding in top 10

Funds holding in top 10: 7850 (-28)

53% less first-time investments, than exits

New positions opened: 188 | Existing positions closed: 399

Holders
3,018
Holders Change
-277
Holders Change %
-8.41%
% of All Funds
37.15%
Holding in Top 10
50
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-35.9%
% of All Funds
0.62%
New
188
Increased
1,189
Reduced
1,390
Closed
399
Calls
$15.6B
Puts
$14.8B
Net Calls
+$770M
Net Calls Change
-$2.56B
Name Holding Trade Value Shares
Change
Change in
Stake
WSFG
2476
Wall Street Financial Group
Illinois
$262K +$54.5K +183 +23%
KPWG
2477
KFA Private Wealth Group
Virginia
$262K +$16.7K +56 +6%
BCG
2478
BayBridge Capital Group
California
$262K
TTIC
2479
Tower Trust & Investment Company
Iowa
$262K
RFN
2480
RDA Financial Network
Iowa
$261K -$8.34K -28 -3%
CCS
2481
Concentric Capital Strategies
Connecticut
$261K +$287K +963 New
SFC
2482
Swisher Financial Concepts
Ohio
$260K +$14.9K +50 +5%
KSWWM
2483
Keyes Stange & Wooten Wealth Management
Florida
$259K -$122K -411 -30%
ASG
2484
Ariston Services Group
California
$258K -$284K -953 Closed
RCG
2485
Regatta Capital Group
California
$258K +$34.5K +116 +14%
KC
2486
Karras Company
Utah
$257K -$66.7K -224 -19%
PCM
2487
Permanent Capital Management
Illinois
$257K -$87.9K -295 -30%
CAM
2488
Congress Asset Management
Massachusetts
$257K -$148K -498 -34%
FFWA
2489
Forthright Family Wealth Advisory
Texas
$256K +$154K +518 New
HA
2490
Heartland Advisors
Wisconsin
$256K
VST
2491
Van Strum & Towne
California
$256K
CWA
2492
Consilio Wealth Advisors
Washington
$256K -$37.8K -127 -12%
RFS
2493
Richardson Financial Services
Massachusetts
$255K +$15.5K +52 +6%
BMC
2494
Benin Management Corp
Connecticut
$255K
OFG
2495
Oxford Financial Group
Indiana
$255K -$24.4K -82 -8%
MFS
2496
Miller Financial Services
Michigan
$255K -$11.6K -39 -4%
C
2497
Covestor
United Kingdom
$254K -$121K -407 -30%
ST
2498
Sageworth Trust
Pennsylvania
$254K +$279K +937 New
CIA
2499
Compass Ion Advisors
Pennsylvania
$253K -$21.1K -71 -7%
KJWM
2500
Kiley Juergens Wealth Management
Washington
$253K +$278K +935 New