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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
HPWM
2851
High Point Wealth Management
New Jersey
$41.4K
WA
2852
WestEnd Advisors
North Carolina
$41.4K -$141K -473 -76%
SMBT
2853
Southern Michigan Bank & Trust
Michigan
$41.4K +$45.6K +153 New
YAL
2854
Your Advocates Ltd
Texas
$40.6K
HPBT
2855
Hickory Point Bank & Trust
Illinois
$40.3K +$44.4K +149 New
DWS
2856
Dynamic Wealth Strategies
California
$40K -$298 -1 -0.7%
CMP
2857
Coston McIsaac & Partners
Maine
$40K
SA
2858
Scarborough Advisors
Maryland
$39.8K -$596 -2 -1%
RIAS
2859
Rachor Investment Advisory Services
Michigan
$39.8K +$298 +1 +0.7%
CCMI
2860
Creative Capital Management Investments
California
$39.5K
DAM
2861
Delta Asset Management
Tennessee
$39.3K -$3.57K -12 -8%
MPG
2862
My Portfolio Guide
California
$38.1K +$42K +141 New
NRG
2863
Nemes Rush Group
Michigan
$37.9K +$4.17K +14 +11%
GWSA
2864
Global Wealth Strategies & Associates
Colorado
$37.9K +$37.5K +126 +900%
BCA
2865
Bitterroot Capital Advisors
Montana
$37.9K +$41.7K +140 New
AEPWM
2866
Atlantic Edge Private Wealth Management
Florida
$37.6K
JGCM
2867
Joseph Group Capital Management
Ohio
$37.6K +$17K +57 +70%
BHWM
2868
Beaird Harris Wealth Management
Texas
$36.9K -$1.49K -5 -4%
Q1WB
2869
Quest 10 Wealth Builders
Virginia
$36.1K +$2.38K +8 +6%
VIS
2870
Vega Investment Solutions
France
$35.7K
BCM
2871
Berbice Capital Management
New York
$35K -$298K -1,000 -90%
EWM
2872
Evolution Wealth Management
Florida
$34.9K +$19.1K +64 +98%
FNWA
2873
Financial Network Wealth Advisors
Utah
$34.1K -$8.93K -30 -19%
EA
2874
Evergreen Advisors
Tennessee
$33.3K +$36.6K +123 New
MWA
2875
Merkkuri Wealth Advisors
New York
$33.2K +$36.6K +123 New