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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
FLP
2801
Financial Life Planners
Arizona
$61.5K
DRP
2802
Decker Retirement Planning
Utah
$60.4K
CFSG
2803
Community Financial Services Group
Vermont
$60K
CG
2804
Curat Global
New Hampshire
$59.5K
BBPWM
2805
Blue Bell Private Wealth Management
Pennsylvania
$57.9K
NWM
2806
Nova Wealth Management
Florida
$57.9K
GJIA
2807
Glass Jacobson Investment Advisors
Maryland
$57.2K
OAJ
2808
Ogorek Anthony Joseph
New York
$57K
SG
2809
Sankala Group
Colorado
$56.2K
GA
2810
GoalVest Advisory
New York
$55.5K
WAG
2811
Wilkerson Advisory Group
Missouri
$55.2K
RJA
2812
Ross\Johnson & Associates
Minnesota
$54.7K
APW
2813
Acima Private Wealth
Virginia
$54.1K
HWA
2814
Heritage Wealth Advisors
Virginia
$54.1K
SFG
2815
Strive Financial Group
Indiana
$54K
BTD
2816
BankPlus Trust Department
Mississippi
$52.5K
EF
2817
Entrust Financial
Pennsylvania
$49.8K
CAM
2818
Costello Asset Management
Pennsylvania
$49K
CFG
2819
Clayton Financial Group
Missouri
$48.7K
PWA
2820
Provenance Wealth Advisors
Florida
$48.4K
DWM
2821
Darwin Wealth Management
Florida
$47.8K
KG
2822
Kilter Group
New York
$47.6K
M
2823
MOTCO
Texas
$45.7K
FDW
2824
Fourth Dimension Wealth
Ohio
$45.2K
VWA
2825
VSM Wealth Advisory
Maryland
$44.6K