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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
BW
2526
Blalock Williams
Alabama
$247K -$118K -396 -30%
CFM
2527
Cornerstone Financial Management
Massachusetts
$247K -$5.96K -20 -2%
RWI
2528
Red Wave Investments
Pennsylvania
$246K -$5.36K -18 -2%
FHC
2529
First Heartland Consultants
Missouri
$246K -$5.66K -19 -2%
CAM
2530
Clark Asset Management
New Hampshire
$246K +$12.2K +41 +5%
WKWM
2531
Walter & Keenan Wealth Management
Indiana
$245K -$63.1K -212 -19%
CYG
2532
Clean Yield Group
Vermont
$245K
SIM
2533
SSI Investment Management
California
$244K
JC
2534
JBF Capital
Colorado
$244K
AA
2535
ABC Arbitrage
France
$243K -$8.93K -30 -3%
PCM
2536
Polymer Capital Management
New York
$242K -$37.8K -127 -12%
AA
2537
Auxano Advisors
Washington
$242K +$41.1K +138 +18%
BMWS
2538
Brady Martz Wealth Solutions
North Dakota
$241K -$131K -440 -33%
SDAM
2539
Shulman DeMeo Asset Management
New York
$241K +$596 +2 +0.2%
HBT
2540
Hills Bank & Trust
Iowa
$241K +$45K +151 +20%
WCA
2541
Whetstone Capital Advisors
Kansas
$240K +$55.1K +185 +26%
AWA
2542
ARQ Wealth Advisors
Arizona
$240K +$76.2K +256 +41%
CVM
2543
Cheviot Value Management
California
$240K -$6.85K -23 -3%
TC
2544
TAGStone Capital
North Carolina
$239K +$264K +885 New
PCM
2545
Palisade Capital Management
New Jersey
$239K +$78.6K +264 +43%
BM
2546
Berman McAleer
Maryland
$239K -$2.68K -9 -1%
CWA
2547
Capital Wealth Alliance
Arizona
$239K
SPFA
2548
Summit Place Financial Advisors
New Jersey
$239K
EWS
2549
Eagle Wealth Strategies
New Jersey
$239K -$8.64K -29 -3%
LIA
2550
LS Investment Advisors
Michigan
$238K -$460K -1,545 -64%