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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
ISFAN
2576
Investor's Fiduciary Advisor Network
Washington
$227K -$65.5K -220 -21%
OL
2577
Odyssean LLC
Connecticut
$227K +$250K +838 New
LC
2578
Lavaca Capital
Texas
$226K
SGK
2579
Steigerwald Gordon & Koch
Virginia
$226K -$29.2K -98 -10%
WPC
2580
Waters Parkerson & Co
Louisiana
$226K -$157K -528 -39%
DWM
2581
Destination Wealth Management
California
$226K -$29.5K -99 -11%
PCA
2582
PMV Capital Advisers
Texas
$226K -$4.76K -16 -2%
WFA
2583
WMG Financial Advisors
Tennessee
$226K -$44.4K -149 -15%
IPW
2584
Invictus Private Wealth
Colorado
$226K +$248K +833 New
WFA
2585
WJ Financial Advisors
Connecticut
$225K +$7.45K +25 +3%
MBWA
2586
Marin Bay Wealth Advisors
California
$225K +$163K +549 +41%
SWA
2587
Sax Wealth Advisors
New Jersey
$225K -$44.1K -148 -18%
GFPC
2588
Global Financial Private Client
Florida
$225K -$13.7K -46 -5%
TFG
2589
Team Financial Group
California
$225K
SCP
2590
Sivia Capital Partners
California
$225K -$684K -2,296 -73%
VC
2591
Veracity Capital
Georgia
$224K -$29.8K -100 -11%
BGAI
2592
Bruce G. Allen Investments
Colorado
$224K +$29.8K +100 +14%
Betterment LLC
2593
Betterment LLC
New York
$224K +$247K +829 New
LWP
2594
LFG Wealth Partners
Kentucky
$223K -$1.79K -6 -0.7%
BAS
2595
Breakthru Advisory Services
Wisconsin
$223K -$10.7K -36 -4%
GA
2596
GSG Advisors
New Jersey
$222K -$10.1K -34 -4%
BFA
2597
Benedict Financial Advisors
Georgia
$222K -$17.9K -60 -7%
FC
2598
Financial Council
Maryland
$222K
WAS
2599
Wealth Advisory Solutions
Indiana
$222K +$244K +820 New
CWA
2600
Crux Wealth Advisors
California
$222K -$4.76K -16 -2%