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UnitedHealth

3,015 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, 1,184 increasing their positions, 1,391 reducing their positions, and 397 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 (-$45.4B)

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: 397

Holders
3,015
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
CFP
2501
Cypress Financial Planning
New Jersey
$253K
SCA
2502
Stillwater Capital Advisors
Pennsylvania
$252K
THL
2503
Tillman Hartley LLC
Colorado
$252K
FWM
2504
Foguth Wealth Management
Michigan
$251K
CCC
2505
Compass Capital Corp
Massachusetts
$251K
NECFA
2506
New England Capital Financial Advisors
Connecticut
$251K
CCG
2507
Catalina Capital Group
California
$251K
PRP
2508
Peak Retirement Planning
Ohio
$250K
KCM
2509
KRS Capital Management
Michigan
$250K
SAM
2510
Satovsky Asset Management
New York
$249K
PPW
2511
Pasadena Private Wealth
California
$249K
SCM
2512
Silvant Capital Management
Georgia
$249K
CFS
2513
Commonwealth Financial Services
West Virginia
$249K
SRC
2514
Sage Rhino Capital
California
$249K
LI
2515
Lafayette Investments
Maryland
$248K
SSWM
2516
Strait & Sound Wealth Management
California
$248K
CPG
2517
Cornerstone Planning Group
New Jersey
$248K
BSTWA
2518
Blake Schutter Theil Wealth Advisors
Ohio
$248K
WTA
2519
Washington Trust Advisors
Massachusetts
$248K
BWP
2520
Balboa Wealth Partners
Arizona
$248K
AWA
2521
A4 Wealth Advisors
North Carolina
$248K
FTA
2522
Financial & Tax Architects
Missouri
$247K
PWM
2523
Pines Wealth Management
North Carolina
$247K
BW
2524
Blalock Williams
Alabama
$247K
CFM
2525
Cornerstone Financial Management
Massachusetts
$247K