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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
FA
2776
Financial Avengers
California
$74.6K
HFS
2777
Hughes Financial Services
Virginia
$74.4K
TCM
2778
TD Capital Management
Tennessee
$74.3K
YP
2779
YANKCOM Partnership
South Dakota
$74.1K
AP
2780
Atwood & Palmer
Missouri
$72.8K
NF
2781
Napier Financial
Massachusetts
$72.5K
BSB
2782
Bangor Savings Bank
Maine
$72.5K
TLFA
2783
True Link Financial Advisors
California
$72.2K
FFO
2784
Fortitude Family Office
Arizona
$72K
SAM
2785
Sherman Asset Management
California
$70.4K
TCM
2786
Tradewinds Capital Management
Washington
$68.7K
SWIM
2787
Smallwood Wealth Investment Management
New Jersey
$68.7K
POIA
2788
Pin Oak Investment Advisors
Texas
$68K
NL
2789
NorthAvenue LLC
Ohio
$67.6K
LAM
2790
Lummis Asset Management
Texas
$67.4K
BOJHT
2791
Bank of Jackson Hole Trust
Wyoming
$67.1K
BIA
2792
Bell Investment Advisors
California
$66.6K
EWP
2793
Elevation Wealth Partners
California
$66.3K
BONH
2794
Bank of New Hampshire
New Hampshire
$65.5K
CWM
2795
Consultiva Wealth Management
Puerto Rico
$65.2K
CWM
2796
Copia Wealth Management
Oregon
$64.9K
EPAM
2797
Evelyn Partners Asset Management
$64.1K
ACM
2798
Anfield Capital Management
California
$63.3K
CH
2799
Canton Hathaway
Rhode Island
$62.2K
RWM
2800
Rialto Wealth Management
New York
$61.7K