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UnitedHealth

2,997 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 1,179 increasing their positions, 1,379 reducing their positions, and 396 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

18% less capital invested

Capital invested by funds: $248B → $203B (-$45.5B)

36% less funds holding in top 10

Funds holding in top 10: 7850 (-28)

53% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 396

Holders
2,997
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.6B
Puts
$14.8B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2476
Consilio Wealth Advisors
Washington
$256K
RFS
2477
Richardson Financial Services
Massachusetts
$255K
BMC
2478
Benin Management Corp
Connecticut
$255K
OFG
2479
Oxford Financial Group
Indiana
$255K
MFS
2480
Miller Financial Services
Michigan
$255K
C
2481
Covestor
United Kingdom
$254K
ST
2482
Sageworth Trust
Pennsylvania
$254K
CIA
2483
Compass Ion Advisors
Pennsylvania
$253K
KJWM
2484
Kiley Juergens Wealth Management
Washington
$253K
AW
2485
Alteri Wealth
California
$253K
EWS
2486
Evergreen Wealth Solutions
Pennsylvania
$253K
CFP
2487
Cypress Financial Planning
New Jersey
$253K
SCA
2488
Stillwater Capital Advisors
Pennsylvania
$252K
THL
2489
Tillman Hartley LLC
Colorado
$252K
CCC
2490
Compass Capital Corp
Massachusetts
$251K
NECFA
2491
New England Capital Financial Advisors
Connecticut
$251K
CCG
2492
Catalina Capital Group
California
$251K
PRP
2493
Peak Retirement Planning
Ohio
$250K
KCM
2494
KRS Capital Management
Michigan
$250K
SAM
2495
Satovsky Asset Management
New York
$249K
PPW
2496
Pasadena Private Wealth
California
$249K
SCM
2497
Silvant Capital Management
Georgia
$249K
CFS
2498
Commonwealth Financial Services
West Virginia
$249K
SRC
2499
Sage Rhino Capital
California
$249K
LI
2500
Lafayette Investments
Maryland
$248K