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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
37.16%
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
MGI
2601
Miller Global Investments
Texas
$222K
CLIP
2602
Colter Lewis Investment Partners
Connecticut
$221K +$244K +818 New
IG
2603
IFS Group
Pennsylvania
$221K +$243K +817 New
GMFG
2604
Greater Midwest Financial Group
Minnesota
$221K +$16.1K +54 +7%
LAM
2605
Lifestyle Asset Management
Texas
$221K +$14K +47 +6%
HFS
2606
Howard Financial Services
Texas
$220K +$12.2K +41 +5%
EPP
2607
ETF Portfolio Partners
Kansas
$219K
MIM
2608
MTM Investment Management
South Carolina
$219K
SF
2609
Seros Financial
Arizona
$219K +$20K +67 +9%
WWG
2610
West Wealth Group
California
$218K +$29.8K +100 +14%
RCM
2611
Raleigh Capital Management
North Carolina
$218K +$13.1K +44 +6%
HWM
2612
HighMark Wealth Management
Minnesota
$218K -$23.5K -79 -9%
OWG
2613
Oxford Wealth Group
Florida
$217K -$13.7K -46 -5%
APW
2614
Axim Planning & Wealth
Ohio
$216K +$238K +799 New
AW
2615
Avion Wealth
Texas
$216K +$46.8K +157 +24%
PSIWM
2616
Paradigm Strategies in Wealth Management
Minnesota
$216K +$22.6K +76 +11%
AIA
2617
Arbor Investment Advisors
North Carolina
$216K -$73.9K -248 -24%
NC
2618
NewSquare Capital
Pennsylvania
$216K +$54.5K +183 +30%
CAWM
2619
Capital Advisors Wealth Management
Washington
$216K -$306K -1,028 -56%
OA
2620
Operose Advisors
Wisconsin
$215K +$90.2K +303 +62%
BFA
2621
Bill Few Associates
Pennsylvania
$215K -$7.45K -25 -3%
IWP
2622
Invenio Wealth Partners
Florida
$214K -$126K -424 -35%
MCM
2623
Maple Capital Management
Vermont
$214K -$143K -479 -38%
GWAM
2624
Guardian Wealth Advisors (Minnesota)
Minnesota
$214K -$17.9K -60 -7%
CWA
2625
CM Wealth Advisors
Ohio
$213K -$19.4K -65 -8%