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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
FBFS
2651
First Business Financial Services
Wisconsin
$203K
SOAMC
2652
Spirit of America Management Corp
New York
$203K
WN
2653
Williams & Novak
California
$203K
PHS
2654
Pekin Hardy Strauss
Illinois
$203K
KFC
2655
Klingenstein Fields & Co
New York
$202K
BC
2656
Brio Consultants
California
$202K
VIP
2657
Vista Investment Partners
Oklahoma
$202K
AA
2658
Argent Advisors
Louisiana
$202K
HC
2659
Hoese & Co
Minnesota
$202K
CFC
2660
Coyle Financial Counsel
Illinois
$201K
3F
2661
360 Financial
Minnesota
$201K
WW
2662
Westshore Wealth
California
$201K
CTWM
2663
Cherry Tree Wealth Management
Minnesota
$200K
CCM
2664
Canal Capital Management
Virginia
$200K
BRM
2665
Boston Research & Management
Massachusetts
$200K
MEG
2666
Millstone Evans Group
Colorado
$199K
ATC
2667
Adirondack Trust Company
New York
$198K
CM
2668
Capula Management
Cayman Islands
$197K
TFM
2669
TFC Financial Management
Massachusetts
$195K
CCM
2670
Copeland Capital Management
Pennsylvania
$195K
TC
2671
Truvestments Capital
Florida
$191K
APW
2672
Atlantic Private Wealth
North Carolina
$189K
WB
2673
Webster Bank
Connecticut
$189K
LWMI
2674
Legacy Wealth Management (Idaho)
Idaho
$187K
BG
2675
Bollard Group
Massachusetts
$186K