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UnitedHealth

3,015 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, 1,184 increasing their positions, 1,391 reducing their positions, and 397 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 (-$45.4B)

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: 397

Holders
3,015
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
SAM
2801
Sherman Asset Management
California
$70.4K
TCM
2802
Tradewinds Capital Management
Washington
$68.7K
SWIM
2803
Smallwood Wealth Investment Management
New Jersey
$68.7K
POIA
2804
Pin Oak Investment Advisors
Texas
$68K
NL
2805
NorthAvenue LLC
Ohio
$67.6K
LAM
2806
Lummis Asset Management
Texas
$67.4K
BOJHT
2807
Bank of Jackson Hole Trust
Wyoming
$67.1K
BIA
2808
Bell Investment Advisors
California
$66.6K
EWP
2809
Elevation Wealth Partners
California
$66.3K
BONH
2810
Bank of New Hampshire
New Hampshire
$65.5K
CWM
2811
Consultiva Wealth Management
Puerto Rico
$65.2K
CWM
2812
Copia Wealth Management
Oregon
$64.9K
EPAM
2813
Evelyn Partners Asset Management
$64.1K
ACM
2814
Anfield Capital Management
California
$63.3K
CH
2815
Canton Hathaway
Rhode Island
$62.2K
RWM
2816
Rialto Wealth Management
New York
$61.7K
FLP
2817
Financial Life Planners
Arizona
$61.5K
DRP
2818
Decker Retirement Planning
Utah
$60.4K
CFSG
2819
Community Financial Services Group
Vermont
$60K
CG
2820
Curat Global
New Hampshire
$59.5K
BBPWM
2821
Blue Bell Private Wealth Management
Pennsylvania
$57.9K
NWM
2822
Nova Wealth Management
Florida
$57.9K
GJIA
2823
Glass Jacobson Investment Advisors
Maryland
$57.2K
OAJ
2824
Ogorek Anthony Joseph
New York
$57K
SG
2825
Sankala Group
Colorado
$56.2K