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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
LAS
2701
Lloyd Advisory Services
Georgia
$149K
FCMT
2702
Founders Capital Management (Texas)
Texas
$149K
DMIC
2703
Dixon Mitchell Investment Counsel
British Columbia, Canada
$144K
AIM
2704
Axiom Investment Management
New York
$144K
CB
2705
Centennial Bank
Arkansas
$139K
OPTFSNA
2706
Old Point Trust & Financial Services N A
Virginia
$138K
WA
2707
Whipplewood Advisors
Colorado
$138K
RFG
2708
REAP Financial Group
Texas
$137K
OCM
2709
Osbon Capital Management
Massachusetts
$136K
CA
2710
Crewe Advisors
Utah
$135K
BW
2711
Basepoint Wealth
Iowa
$135K
FGAM
2712
Financial Gravity Asset Management
Texas
$131K
PGAM
2713
Princeton Global Asset Management
New Jersey
$130K
PB
2714
Prosperity Bancshares
Texas
$129K
BW
2715
Bravera Wealth
North Dakota
$128K
EP
2716
Elkhorn Partners
Nebraska
$127K
KFP
2717
Kerr Financial Planning
California
$125K
CSB
2718
City State Bank
Iowa
$120K
FFL
2719
Financial Freedom LLC
Ohio
$120K
ITIM
2720
Indiana Trust & Investment Management
Indiana
$119K
PFO
2721
Pioneer Family Office
Florida
$119K
EPL
2722
Essential Partners LLC
California
$117K
ISWM
2723
Intesa Sanpaolo Wealth Management
$115K
KCM
2724
Key Capital Management
Tennessee
$114K
QWM
2725
Quaker Wealth Management
New Jersey
$113K