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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
AA
2676
Argent Advisors
Louisiana
$202K +$1.49K +5 +0.7%
HC
2677
Hoese & Co
Minnesota
$202K -$31.3K -105 -12%
CFC
2678
Coyle Financial Counsel
Illinois
$201K +$26.8K +90 +14%
3F
2679
360 Financial
Minnesota
$201K -$41.4K -139 -16%
WW
2680
Westshore Wealth
California
$201K +$39.9K +134 +22%
CTWM
2681
Cherry Tree Wealth Management
Minnesota
$200K -$8.34K -28 -4%
CCM
2682
Canal Capital Management
Virginia
$200K -$124K -418 -36%
BRM
2683
Boston Research & Management
Massachusetts
$200K
MEG
2684
Millstone Evans Group
Colorado
$199K +$4.17K +14 +2%
ATC
2685
Adirondack Trust Company
New York
$198K -$64.9K -218 -23%
CM
2686
Capula Management
Cayman Islands
$197K +$217K +727 New
TFM
2687
TFC Financial Management
Massachusetts
$195K -$106K -355 -33%
CCM
2688
Copeland Capital Management
Pennsylvania
$195K -$32.5K -109 -13%
TC
2689
Truvestments Capital
Florida
$191K +$146K +491 +227%
APW
2690
Atlantic Private Wealth
North Carolina
$189K -$720K -2,419 -78%
WB
2691
Webster Bank
Connecticut
$189K -$60.8K -204 -23%
LWMI
2692
Legacy Wealth Management (Idaho)
Idaho
$187K -$18.8K -63 -8%
BG
2693
Bollard Group
Massachusetts
$186K -$2.08K -7 -1%
BC
2694
Barrett & Company
Rhode Island
$185K +$60.5K +203 +42%
LHEI
2695
Leo H. Evart Inc
California
$185K +$203K +682 New
ME
2696
McIlrath & Eck
Washington
$182K +$893 +3 +0.4%
VC
2697
Vestor Capital
Illinois
$180K -$56.9K -191 -22%
AGWCA
2698
Annis Gardner Whiting Capital Advisors
Florida
$179K -$143K -481 -42%
SWA
2699
SOA Wealth Advisors
New York
$175K -$7.45K -25 -4%
QL
2700
Quarry LP
New York
$175K -$125K -420 -39%