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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
FCM
2626
Fire Capital Management
California
$213K -$69.4K -233 -23%
MWA
2627
Motive Wealth Advisors
Michigan
$213K -$10.7K -36 -4%
MWM
2628
MOKAN Wealth Management
Kansas
$213K -$27.4K -92 -10%
TF
2629
Trek Financial
Arizona
$213K +$9.83K +33 +4%
TCA
2630
Trifecta Capital Advisors
Illinois
$212K
RWB
2631
RMR Wealth Builders
New Jersey
$212K -$63.4K -213 -21%
XPN
2632
XY Planning Network
Montana
$212K -$197K -661 -46%
TA
2633
TrueWealth Advisors
Alabama
$211K +$5.36K +18 +2%
HPM
2634
Hoxton Planning & Management
West Virginia
$210K -$52.1K -175 -18%
HBCM
2635
Heron Bay Capital Management
Michigan
$210K
GSC
2636
G&S Capital
Colorado
$210K -$2.6M -8,733 -92%
AGC
2637
August Group Capital
$209K +$20.5K +69 +10%
HFS
2638
Horizon Financial Services
North Carolina
$209K +$57.8K +194 +34%
JWA
2639
JFS Wealth Advisors
Pennsylvania
$209K -$7.15K -24 -3%
CNB
2640
Camden National Bank
Maine
$209K -$272K -912 -54%
WC
2641
Westhampton Capital
North Carolina
$209K
AA
2642
Addison Advisors
Vermont
$208K -$7.74K -26 -3%
KAM
2643
Knightsbridge Asset Management
California
$208K +$13.4K +45 +6%
TCM
2644
Towercrest Capital Management
Pennsylvania
$208K +$7.45K +25 +3%
TVAMP
2645
Tennessee Valley Asset Management Partners
Tennessee
$208K +$47.1K +158 +26%
AWM
2646
Abound Wealth Management
Tennessee
$208K +$135K +454 +144%
WDA
2647
Wendell David Associates
New Hampshire
$208K
HA
2648
Hofer & Associates
California
$208K -$6.25K -21 -3%
CWA
2649
Centennial Wealth Advisory
Michigan
$208K +$229K +768 New
AFA
2650
American Financial Advisors
Georgia
$207K