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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
Q1WB
2851
Quest 10 Wealth Builders
Virginia
$36.1K
VIS
2852
Vega Investment Solutions
France
$35.7K
BCM
2853
Berbice Capital Management
New York
$35K
EWM
2854
Evolution Wealth Management
Florida
$34.9K
FNWA
2855
Financial Network Wealth Advisors
Utah
$34.1K
EA
2856
Evergreen Advisors
Tennessee
$33.3K
MWA
2857
Merkkuri Wealth Advisors
New York
$33.2K
RWS
2858
Retirement Wealth Solutions
Wisconsin
$33.1K
GFA
2859
Godfrey Financial Associates
New York
$32.5K
MTC
2860
Matrix Trust Company
Colorado
$32K
SFAM
2861
Sawyer Falduto Asset Management
Illinois
$31.4K
VR
2862
Vision Retirement
New Jersey
$31.3K
CIR
2863
Clear Investment Research
Georgia
$31.2K
AT
2864
Avalon Trust
New Mexico
$30.6K
SR
2865
Swiss Re
Switzerland
$29K
ICCON
2866
Investment Counsel Company of Nevada
Nevada
$28.7K
MCA
2867
McGuire Capital Advisors
Oklahoma
$28K
CFP
2868
Comprehensive Financial Planning
Pennsylvania
$27.7K
CMA
2869
Cedar Mountain Advisors
Oregon
$27.6K
SWP
2870
SIMA Wealth Partners
Virginia
$27.1K
HWM
2871
Horizons Wealth Management
North Carolina
$27.1K
DWM
2872
Dogwood Wealth Management
Kansas
$27.1K
VFM
2873
Vision Financial Markets
Connecticut
$27.1K
FIA
2874
FNY Investment Advisers
New York
$27K
RBC
2875
Roble Belko & Company
Pennsylvania
$27K