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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
RWS
2876
Retirement Wealth Solutions
Wisconsin
$33.1K -$2.38K -8 -6%
GFA
2877
Godfrey Financial Associates
New York
$32.5K +$298 +1 +0.8%
MTC
2878
Matrix Trust Company
Colorado
$32K +$34.8K +117 New
SFAM
2879
Sawyer Falduto Asset Management
Illinois
$31.4K
VR
2880
Vision Retirement
New Jersey
$31.3K -$5.66K -19 -14%
CIR
2881
Clear Investment Research
Georgia
$31.2K +$34.2K +115 New
AT
2882
Avalon Trust
New Mexico
$30.6K -$18.8K -63 -36%
SR
2883
Swiss Re
Switzerland
$29K
ICCON
2884
Investment Counsel Company of Nevada
Nevada
$28.7K +$31.6K +106 New
MCA
2885
McGuire Capital Advisors
Oklahoma
$28K -$5.06K -17 -14%
CFP
2886
Comprehensive Financial Planning
Pennsylvania
$27.7K -$4.76K -16 -14%
CMA
2887
Cedar Mountain Advisors
Oregon
$27.6K +$6.85K +23 +29%
HWM
2888
Horizons Wealth Management
North Carolina
$27.1K
SWP
2889
SIMA Wealth Partners
Virginia
$27.1K
DWM
2890
Dogwood Wealth Management
Kansas
$27.1K +$4.76K +16 +19%
VFM
2891
Vision Financial Markets
Connecticut
$27.1K +$29.8K +100 New
FIA
2892
FNY Investment Advisers
New York
$27K -$9.61M -32,275 -100%
RBC
2893
Roble Belko & Company
Pennsylvania
$27K -$13.7K -46 -32%
SC
2894
Solstein Capital
California
$26.5K -$1.79K -6 -6%
HIW
2895
Holos Integrated Wealth
Pennsylvania
$26.2K
AF
2896
Align Financial
Minnesota
$26K -$16.3M -54,702 -100%
FRA
2897
Front Row Advisors
California
$26K
RTL
2898
Red Tortoise LLC
Georgia
$25.9K +$3.57K +12 +14%
DPW
2899
DiNuzzo Private Wealth
Pennsylvania
$25.2K
EFMH
2900
E Fund Management (HK)
Hong Kong
$25.2K +$12.5K +42 +82%