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UnitedHealth

3,015 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, 1,184 increasing their positions, 1,391 reducing their positions, and 397 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 (-$45.4B)

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: 397

Holders
3,015
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
MWA
2626
Motive Wealth Advisors
Michigan
$213K
MWM
2627
MOKAN Wealth Management
Kansas
$213K
TF
2628
Trek Financial
Arizona
$213K
TCA
2629
Trifecta Capital Advisors
Illinois
$212K
RWB
2630
RMR Wealth Builders
New Jersey
$212K
XPN
2631
XY Planning Network
Montana
$212K
TA
2632
TrueWealth Advisors
Alabama
$211K
HPM
2633
Hoxton Planning & Management
West Virginia
$210K
HBCM
2634
Heron Bay Capital Management
Michigan
$210K
GSC
2635
G&S Capital
Colorado
$210K
AGC
2636
August Group Capital
$209K
HFS
2637
Horizon Financial Services
North Carolina
$209K
JWA
2638
JFS Wealth Advisors
Pennsylvania
$209K
CNB
2639
Camden National Bank
Maine
$209K
WC
2640
Westhampton Capital
North Carolina
$209K
AA
2641
Addison Advisors
Vermont
$208K
KAM
2642
Knightsbridge Asset Management
California
$208K
TCM
2643
Towercrest Capital Management
Pennsylvania
$208K
TVAMP
2644
Tennessee Valley Asset Management Partners
Tennessee
$208K
AWM
2645
Abound Wealth Management
Tennessee
$208K
WDA
2646
Wendell David Associates
New Hampshire
$208K
HA
2647
Hofer & Associates
California
$208K
CWA
2648
Centennial Wealth Advisory
Michigan
$208K
AFA
2649
American Financial Advisors
Georgia
$207K
GCM
2650
G2 Capital Management
Ohio
$207K