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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
RFG
2726
REAP Financial Group
Texas
$137K +$14.9K +50 +11%
OCM
2727
Osbon Capital Management
Massachusetts
$136K +$149K +500 +12,500%
CA
2728
Crewe Advisors
Utah
$135K
BW
2729
Basepoint Wealth
Iowa
$135K +$1.79K +6 +1%
FGAM
2730
Financial Gravity Asset Management
Texas
$131K
PGAM
2731
Princeton Global Asset Management
New Jersey
$130K -$3.87K -13 -3%
PB
2732
Prosperity Bancshares
Texas
$129K +$39.6K +133 +39%
BW
2733
Bravera Wealth
North Dakota
$128K +$9.23K +31 +7%
EP
2734
Elkhorn Partners
Nebraska
$127K -$128K -430 -48%
KFP
2735
Kerr Financial Planning
California
$125K +$893 +3 +0.9%
CSB
2736
City State Bank
Iowa
$120K +$7.74K +26 +6%
FFL
2737
Financial Freedom LLC
Ohio
$120K +$596 +2 +0.5%
ITIM
2738
Indiana Trust & Investment Management
Indiana
$119K -$147K -495 -53%
PFO
2739
Pioneer Family Office
Florida
$119K
EP
2740
Essential Partners
California
$117K +$9.23K +31 +8%
ISWM
2741
Intesa Sanpaolo Wealth Management
$115K
KCM
2742
Key Capital Management
Tennessee
$114K +$90.5K +304 +258%
QWM
2743
Quaker Wealth Management
New Jersey
$113K +$22.6K +76 +22%
SFCL
2744
Strengthening Families & Communities LLC
Massachusetts
$111K +$893 +3 +0.7%
FCT
2745
First Community Trust
Iowa
$110K
CNBT
2746
Cornerstone National Bank & Trust
Illinois
$110K +$114K +384 +2,400%
API
2747
Asset Planning Inc
California
$109K -$272K -913 -69%
KA
2748
Kozak & Associates
Colorado
$109K -$11.6K -39 -10%
MS
2749
Monetary Solutions
Ohio
$108K +$68.5K +230 +136%
WPWM
2750
Western Pacific Wealth Management
Illinois
$107K