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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
BFS
2951
Bare Financial Services
Pennsylvania
$6.49K
IPS
2952
Investors Portfolio Services
Washington
$6.35K
PS
2953
PayPay Securities
Japan
$6.33K
FCG
2954
Financial Connections Group
California
$6K
BAM
2955
Bellevue Asset Management
Washington
$5.95K
BCPWM
2956
Bradley & Co Private Wealth Management
Florida
$5.68K
CH
2957
CDKV Holdings
Colorado
$5.63K
SI
2958
Sapience Investments
California
$5.14K
GAG
2959
Goodman Advisory Group
Massachusetts
$4.87K
SC
2960
Swan Capital
Florida
$4.7K
RWM
2961
RMG Wealth Management
Wisconsin
$4.61K
LB
2962
Legacy Bridge
Iowa
$4.33K
CMBA
2963
C.M. Bidwell & Associates
Hawaii
$4.33K
RCM
2964
Richardson Capital Management
Wisconsin
$4.33K
PWA
2965
Portus Wealth Advisors
North Carolina
$4.33K
IW
2966
Imprint Wealth
South Carolina
$4.06K
HFM
2967
Harvest Fund Management
China
$4K
BGC
2968
Beutel, Goodman & Co
Ontario, Canada
$4K
LA
2969
LM Advisors
California
$3.92K
MSWM
2970
Mowery & Schoenfeld Wealth Management
Illinois
$3.79K
CAIM
2971
Catherine Avery Investment Management
Florida
$3.52K
GWM
2972
Gilpin Wealth Management
Colorado
$3.25K
FPF
2973
First Pacific Financial
Washington
$2.98K
FW
2974
Fairway Wealth
Ohio
$2.98K
SFS
2975
Sunrise Financial Services
Washington
$2.98K