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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 398 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: 3,2943,018 (-276)

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: 398

Holders
3,018
Holders Change
-276
Holders Change %
-8.38%
% of All Funds
37.17%
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
398
Calls
$15.6B
Puts
$14.8B
Net Calls
+$770M
Net Calls Change
-$2.56B
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
2651
G2 Capital Management
Ohio
$207K +$46.2K +155 +25%
GIP
2652
Greatmark Investment Partners
Georgia
$207K
VFP
2653
Vilga Financial Planning
New Jersey
$207K +$10.7K +36 +5%
PFA
2654
Perryman Financial Advisory
Texas
$207K -$75.9K -255 -25%
CWA
2655
Continuum Wealth Advisors
New York
$206K -$59.6K -200 -21%
CCM
2656
Crew Capital Management
Ohio
$206K +$8.93K +30 +4%
CFFP
2657
Center for Financial Planning
Michigan
$205K -$124K -415 -35%
FFC
2658
Frederick Financial Consultants
Maryland
$205K -$2.08K -7 -0.9%
CW
2659
Code Waechter
Florida
$205K -$192K -644 -46%
CNTOF
2660
Canandaigua National Trust of Florida
New York
$205K
TFGT
2661
TS Financial Group (TSFG)
Illinois
$205K +$79.2K +266 +54%
PMFA
2662
Plante Moran Financial Advisors
Michigan
$205K -$26.2K -88 -10%
ANBOT
2663
American National Bank of Texas
Texas
$204K +$4.17K +14 +2%
AWMG
2664
Alliance Wealth Management Group
New Jersey
$204K +$7.45K +25 +3%
BFA
2665
Beacon Financial Advisory
Ohio
$204K -$893 -3 -0.4%
IIA
2666
Integral Investment Advisors
California
$204K -$113K -381 -34%
OFW
2667
Omnia Family Wealth
Florida
$203K -$130K -437 -37%
AFGAS
2668
Allegiance Financial Group Advisory Services
Virginia
$203K +$34.5K +116 +18%
FBFS
2669
First Business Financial Services
Wisconsin
$203K -$38.4K -129 -15%
SOAMC
2670
Spirit of America Management Corp
New York
$203K
WN
2671
Williams & Novak
California
$203K +$5.66K +19 +3%
PHS
2672
Pekin Hardy Strauss
Illinois
$203K -$208K -700 -48%
KFC
2673
Klingenstein Fields & Co
New York
$202K -$37.2K -125 -14%
BC
2674
Brio Consultants
California
$202K -$31.6K -106 -16%
VIP
2675
Vista Investment Partners
Oklahoma
$202K +$596 +2 +0.3%