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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
IWS
2701
Intentional Wealth Strategies
Colorado
$174K +$191K +642 New
NOI
2702
Newton One Investments
Delaware
$170K +$1.19K +4 +0.6%
BWL
2703
Bogart Wealth LLC
Virginia
$169K +$19.4K +65 +12%
PFGWM
2704
Price Financial Group Wealth Management
Oregon
$166K +$153K +514 New
USB
2705
Union Savings Bank
Connecticut
$164K +$47.1K +158 +35%
FAMI
2706
Fideuram Asset Management (Ireland)
$164K -$2.76M -9,279 -94%
HDIM
2707
Hanson & Doremus Investment Management
Vermont
$163K -$23.8K -80 -12%
MIFH
2708
Migdal Insurance & Financial Holdings
Israel
$160K +$298 +1 +0.2%
FA
2709
Fountainhead AM
New Jersey
$157K +$173K +582 New
SN
2710
Sittner & Nelson
Oregon
$157K -$11.9K -40 -6%
PWA
2711
Physician Wealth Advisors
Utah
$157K -$6.55K -22 -4%
MWM
2712
Magnolia Wealth Management
Alabama
$157K +$173K +580 New
1IA
2713
1620 Investment Advisors
Massachusetts
$156K
FUBT
2714
First United Bank & Trust
Maryland
$155K -$3.57K -12 -2%
ACA
2715
American Capital Advisory
Idaho
$155K +$3.28K +11 +2%
TWD
2716
True Wealth Design
Ohio
$152K +$45.6K +153 +38%
GTAM
2717
Global Trust Asset Management
Florida
$151K
KFG
2718
Kingdom Financial Group
Arizona
$149K +$5.96K +20 +4%
LAS
2719
Lloyd Advisory Services
Georgia
$149K +$164K +550 New
FCMT
2720
Founders Capital Management (Texas)
Texas
$149K -$15.8K -53 -9%
DMIC
2721
Dixon Mitchell Investment Counsel
British Columbia, Canada
$144K
AIM
2722
Axiom Investment Management
New York
$144K +$158K +532 New
CB
2723
Centennial Bank
Arkansas
$139K
OPTFSNA
2724
Old Point Trust & Financial Services N A
Virginia
$138K
WA
2725
Whipplewood Advisors
Colorado
$138K +$52.7K +177 +53%