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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
AW
2501
Alteri Wealth
California
$253K +$46.5K +156 +20%
EWS
2502
Evergreen Wealth Solutions
Pennsylvania
$253K +$58.1K +195 +26%
CFP
2503
Cypress Financial Planning
New Jersey
$253K +$11K +37 +4%
SCA
2504
Stillwater Capital Advisors
Pennsylvania
$252K
THL
2505
Tillman Hartley LLC
Colorado
$252K -$110K -369 -28%
FWM
2506
Foguth Wealth Management
Michigan
$251K -$26.2K -88 -12%
CCC
2507
Compass Capital Corp
Massachusetts
$251K +$203K +683 New
NECFA
2508
New England Capital Financial Advisors
Connecticut
$251K +$596 +2 +0.2%
CCG
2509
Catalina Capital Group
California
$251K -$31.3K -105 -10%
PRP
2510
Peak Retirement Planning
Ohio
$250K +$5.66K +19 +2%
KCM
2511
KRS Capital Management
Michigan
$250K -$13.7K -46 -5%
SAM
2512
Satovsky Asset Management
New York
$249K +$1.49K +5 +0.5%
PPW
2513
Pasadena Private Wealth
California
$249K -$9.23K -31 -3%
SCM
2514
Silvant Capital Management
Georgia
$249K
CFS
2515
Commonwealth Financial Services
West Virginia
$249K -$72.1K -242 -21%
SRC
2516
Sage Rhino Capital
California
$249K -$15.5K -52 -5%
LI
2517
Lafayette Investments
Maryland
$248K
SSWM
2518
Strait & Sound Wealth Management
California
$248K +$273K +918 New
CPG
2519
Cornerstone Planning Group
New Jersey
$248K +$13.4K +45 +7%
BSTWA
2520
Blake Schutter Theil Wealth Advisors
Ohio
$248K +$20.3K +68 +8%
WTA
2521
Washington Trust Advisors
Massachusetts
$248K -$3.57K -12 -1%
BWP
2522
Balboa Wealth Partners
Arizona
$248K +$14.9K +50 +6%
AWA
2523
A4 Wealth Advisors
North Carolina
$248K -$94.4K -317 -26%
FTA
2524
Financial & Tax Architects
Missouri
$247K +$13.7K +46 +5%
PWM
2525
Pines Wealth Management
North Carolina
$247K +$30.4K +102 +13%