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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
Betterment LLC
2576
Betterment LLC
New York
$224K
BAS
2577
Breakthru Advisory Services
Wisconsin
$223K
GA
2578
GSG Advisors
New Jersey
$222K
BFA
2579
Benedict Financial Advisors
Georgia
$222K
FC
2580
Financial Council
Maryland
$222K
WAS
2581
Wealth Advisory Solutions
Indiana
$222K
CWA
2582
Crux Wealth Advisors
California
$222K
MGI
2583
Miller Global Investments
Texas
$222K
CLIP
2584
Colter Lewis Investment Partners
Connecticut
$221K
IG
2585
IFS Group
Pennsylvania
$221K
GMFG
2586
Greater Midwest Financial Group
Minnesota
$221K
LAM
2587
Lifestyle Asset Management
Texas
$221K
HFS
2588
Howard Financial Services
Texas
$220K
EPP
2589
ETF Portfolio Partners
Kansas
$219K
MIM
2590
MTM Investment Management
South Carolina
$219K
SF
2591
Seros Financial
Arizona
$219K
WWG
2592
West Wealth Group
California
$218K
RCM
2593
Raleigh Capital Management
North Carolina
$218K
HWM
2594
HighMark Wealth Management
Minnesota
$218K
OWG
2595
Oxford Wealth Group
Florida
$217K
APW
2596
Axim Planning & Wealth
Ohio
$216K
AW
2597
Avion Wealth
Texas
$216K
PSIWM
2598
Paradigm Strategies in Wealth Management
Minnesota
$216K
AIA
2599
Arbor Investment Advisors
North Carolina
$216K
NC
2600
NewSquare Capital
Pennsylvania
$216K