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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
BC
2676
Barrett & Company
Rhode Island
$185K
LHEI
2677
Leo H. Evart Inc
California
$185K
ME
2678
McIlrath & Eck
Washington
$182K
VC
2679
Vestor Capital
Illinois
$180K
AGWCA
2680
Annis Gardner Whiting Capital Advisors
Florida
$179K
SWA
2681
SOA Wealth Advisors
New York
$175K
QL
2682
Quarry LP
New York
$175K
IWS
2683
Intentional Wealth Strategies
Colorado
$174K
NOI
2684
Newton One Investments
Delaware
$170K
BWL
2685
Bogart Wealth LLC
Virginia
$169K
PFGWM
2686
Price Financial Group Wealth Management
Oregon
$166K
USB
2687
Union Savings Bank
Connecticut
$164K
FAMI
2688
Fideuram Asset Management (Ireland)
$164K
HDIM
2689
Hanson & Doremus Investment Management
Vermont
$163K
MIFH
2690
Migdal Insurance & Financial Holdings
Israel
$160K
FA
2691
Fountainhead AM
New Jersey
$157K
SN
2692
Sittner & Nelson
Oregon
$157K
PWA
2693
Physician Wealth Advisors
Utah
$157K
MWM
2694
Magnolia Wealth Management
Alabama
$157K
1IA
2695
1620 Investment Advisors
Massachusetts
$156K
FUBT
2696
First United Bank & Trust
Maryland
$155K
ACA
2697
American Capital Advisory
Idaho
$155K
TWD
2698
True Wealth Design
Ohio
$152K
GTAM
2699
Global Trust Asset Management
Florida
$151K
KFG
2700
Kingdom Financial Group
Arizona
$149K