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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
CVM
2526
Cheviot Value Management
California
$240K
TC
2527
TAGStone Capital
North Carolina
$239K
PCM
2528
Palisade Capital Management
New Jersey
$239K
BM
2529
Berman McAleer
Maryland
$239K
SPFA
2530
Summit Place Financial Advisors
New Jersey
$239K
CWA
2531
Capital Wealth Alliance
Arizona
$239K
EWS
2532
Eagle Wealth Strategies
New Jersey
$239K
LIA
2533
LS Investment Advisors
Michigan
$238K
WIM
2534
Warwick Investment Management
Texas
$236K
ESC
2535
Eurizon SLJ Capital
$235K
JFGLC
2536
Johnson Financial Group LLC (Colorado)
Colorado
$235K
TIA
2537
Tandem Investment Advisors
South Carolina
$235K
MCWS
2538
McKinley Carter Wealth Services
West Virginia
$235K
AB
2539
Atlas Brown
Kentucky
$234K
EFP
2540
Elser Financial Planning
Indiana
$234K
IWS
2541
Integrity Wealth Solutions
Colorado
$234K
OCWP
2542
Owl Creek Wealth Partners
Colorado
$233K
WF
2543
WealthPoint Financial
North Carolina
$233K
DDPIC
2544
Deroy & Devereaux Private Investment Counsel
Michigan
$233K
HTIM
2545
Harbour Trust & Investment Management
Indiana
$233K
SFG
2546
Synergy Financial Group
California
$233K
RAM
2547
RWC Asset Management
United Kingdom
$232K
M1FG
2548
Mach-1 Financial Group
Arkansas
$232K
CWM
2549
Cherrydale Wealth Management
New Jersey
$232K
CFA
2550
Capstone Financial Advisors
Illinois
$231K