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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
HBW
2826
Hazlett, Burt & Watson
West Virginia
$44K
BDPWM
2827
Barnes Dennig Private Wealth Management
Ohio
$43.6K
MCP
2828
Miller Capital Partners
Michigan
$43.3K
NWMP
2829
Noble Wealth Management PBC
Colorado
$43.3K
VWA
2830
Valued Wealth Advisors
Utah
$43K
WA
2831
Westfuller Advisors
New York
$42.9K
UBP
2832
Union Bancaire Privee
Switzerland
$41.7K
HPWM
2833
High Point Wealth Management
New Jersey
$41.4K
WA
2834
WestEnd Advisors
North Carolina
$41.4K
SMBT
2835
Southern Michigan Bank & Trust
Michigan
$41.4K
YAL
2836
Your Advocates Ltd
Texas
$40.6K
HPBT
2837
Hickory Point Bank & Trust
Illinois
$40.3K
DWS
2838
Dynamic Wealth Strategies
California
$40K
CMP
2839
Coston McIsaac & Partners
Maine
$40K
SA
2840
Scarborough Advisors
Maryland
$39.8K
RIAS
2841
Rachor Investment Advisory Services
Michigan
$39.8K
CCMI
2842
Creative Capital Management Investments
California
$39.5K
DAM
2843
Delta Asset Management
Tennessee
$39.3K
MPG
2844
My Portfolio Guide
California
$38.1K
NRG
2845
Nemes Rush Group
Michigan
$37.9K
GWSA
2846
Global Wealth Strategies & Associates
Colorado
$37.9K
BCA
2847
Bitterroot Capital Advisors
Montana
$37.9K
AEPWM
2848
Atlantic Edge Private Wealth Management
Florida
$37.6K
JGCM
2849
Joseph Group Capital Management
Ohio
$37.6K
BHWM
2850
Beaird Harris Wealth Management
Texas
$36.9K