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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
SSWM
2501
Strait & Sound Wealth Management
California
$248K
CPG
2502
Cornerstone Planning Group
New Jersey
$248K
BSTWA
2503
Blake Schutter Theil Wealth Advisors
Ohio
$248K
WTA
2504
Washington Trust Advisors
Massachusetts
$248K
BWP
2505
Balboa Wealth Partners
Arizona
$248K
AWA
2506
A4 Wealth Advisors
North Carolina
$248K
FTA
2507
Financial & Tax Architects
Missouri
$247K
PWM
2508
Pines Wealth Management
North Carolina
$247K
BW
2509
Blalock Williams
Alabama
$247K
CFM
2510
Cornerstone Financial Management
Massachusetts
$247K
RWI
2511
Red Wave Investments
Pennsylvania
$246K
FHC
2512
First Heartland Consultants
Missouri
$246K
CAM
2513
Clark Asset Management
New Hampshire
$246K
WKWM
2514
Walter & Keenan Wealth Management
Indiana
$245K
CYG
2515
Clean Yield Group
Vermont
$245K
SIM
2516
SSI Investment Management
California
$244K
JC
2517
JBF Capital
Colorado
$244K
AA
2518
ABC Arbitrage
France
$243K
PCM
2519
Polymer Capital Management
New York
$242K
AA
2520
Auxano Advisors
Washington
$242K
BMWS
2521
Brady Martz Wealth Solutions
North Dakota
$241K
SDAM
2522
Shulman DeMeo Asset Management
New York
$241K
HBT
2523
Hills Bank & Trust
Iowa
$241K
WCA
2524
Whetstone Capital Advisors
Kansas
$240K
AWA
2525
ARQ Wealth Advisors
Arizona
$240K