UNH icon

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
CAWM
2601
Capital Advisors Wealth Management
Washington
$216K
OA
2602
Operose Advisors
Wisconsin
$215K
BFA
2603
Bill Few Associates
Pennsylvania
$215K
IWP
2604
Invenio Wealth Partners
Florida
$214K
MCM
2605
Maple Capital Management
Vermont
$214K
W
2606
Wealthquest
Ohio
$214K
GWAM
2607
Guardian Wealth Advisors (Minnesota)
Minnesota
$214K
CWA
2608
CM Wealth Advisors
Ohio
$213K
FCM
2609
Fire Capital Management
California
$213K
MWA
2610
Motive Wealth Advisors
Michigan
$213K
MWM
2611
MOKAN Wealth Management
Kansas
$213K
TF
2612
Trek Financial
Arizona
$213K
TCA
2613
Trifecta Capital Advisors
Illinois
$212K
RWB
2614
RMR Wealth Builders
New Jersey
$212K
XPN
2615
XY Planning Network
Montana
$212K
TA
2616
TrueWealth Advisors
Alabama
$211K
HPM
2617
Hoxton Planning & Management
West Virginia
$210K
HBCM
2618
Heron Bay Capital Management
Michigan
$210K
GSC
2619
G&S Capital
Colorado
$210K
AGC
2620
August Group Capital
$209K
HFS
2621
Horizon Financial Services
North Carolina
$209K
JWA
2622
JFS Wealth Advisors
Pennsylvania
$209K
CNB
2623
Camden National Bank
Maine
$209K
WC
2624
Westhampton Capital
North Carolina
$209K
AA
2625
Addison Advisors
Vermont
$208K