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UnitedHealth

3,024 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 1,192 increasing their positions, 1,391 reducing their positions, and 399 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: 3,2963,024 (-272)

14% less repeat investments, than reductions

Existing positions increased: 1,192 | Existing positions reduced: 1,391

18% less capital invested

Capital invested by funds: $248B → $203B (-$45.4B)

35% less funds holding in top 10

Funds holding in top 10: 7851 (-27)

53% less first-time investments, than exits

New positions opened: 189 | Existing positions closed: 399

Holders
3,024
Holders Change
-272
Holders Change %
-8.25%
% of All Funds
37.17%
Holding in Top 10
51
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-34.62%
% of All Funds
0.63%
New
189
Increased
1,192
Reduced
1,391
Closed
399
Calls
$15.6B
Puts
$14.8B
Net Calls
+$770M
Net Calls Change
-$2.56B
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
276
Commonwealth Equity Services
Massachusetts
$52M -$10.3M -34,519 -15%
ELC
277
Edgar Lomax Company
Virginia
$51.8M +$9.72M +32,649 +21%
Wealth Enhancement Advisory Services
278
Wealth Enhancement Advisory Services
Minnesota
$51.4M -$14.6M -49,021 -20%
LFCM
279
Long Focus Capital Management
Puerto Rico
$50.9M +$19.7M +66,255 +54%
Primecap Management
280
Primecap Management
California
$50.5M -$2.05M -6,900 -4%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$49.9M +$7.64M +25,641 +16%
II
282
IFM Investors
Australia
$49.9M +$1.83M +6,132 +3%
SA
283
Sanctuary Advisors
Indiana
$49.7M +$5.87M +19,712 +12%
CCMG
284
Clark Capital Management Group
Pennsylvania
$49.4M -$7.15M -24,021 -12%
FGP
285
Freestone Grove Partners
California
$49M -$7.88M -26,449 -13%
BTCPP
286
Border to Coast Pensions Partnership
United Kingdom
$48.8M -$8.25M -27,717 -13%
ZIG
287
Zurich Insurance Group
Switzerland
$48.5M -$4.58M -15,369 -8%
FAM
288
Fred Alger Management
New York
$48.1M +$11M +36,916 +26%
CAM
289
Cresset Asset Management
Illinois
$47.8M +$753K +2,527 +1%
SI
290
Scharf Investments
California
$47.2M -$1.3M -4,370 -2%
SDIC
291
South Dakota Investment Council
South Dakota
$46.9M +$3.11M +10,446 +6%
X
292
Xponance
Pennsylvania
$46M +$6.54M +21,957 +15%
YAM
293
Yacktman Asset Management
Texas
$45.6M +$271K +910 +0.5%
GIA
294
Gateway Investment Advisers
Ohio
$45.3M -$9.64M -32,359 -16%
Loomis, Sayles & Company
295
Loomis, Sayles & Company
Massachusetts
$45.1M -$2.91M -9,760 -6%
P
296
PensionDanmark
Denmark
$44.9M +$361K +1,212 +0.7%
CIP
297
Cornerstone Investment Partners
Georgia
$44.7M +$335K +1,124 +0.7%
WorldQuant Millennium Advisors
298
WorldQuant Millennium Advisors
New York
$44.4M +$48.9M +164,216 New
AB
299
Amalgamated Bank
New York
$44.3M -$2.43M -8,176 -5%
Vontobel Holding
300
Vontobel Holding
Switzerland
$43.4M -$5.03M -16,891 -10%

UNH Hedge Fund Activity: Q1 2026 in Review

3,024 of the 8,136 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2026, worth a combined $203B — down 18% from $248B a quarter earlier.

Sellers outnumbered buyers: 399 funds closed out of UNH and 189 opened new positions — a net loss of 210 holders — while 1,391 trimmed existing stakes and 1,192 added.

The largest buyer was Charles Schwab, adding an estimated $3.69B. The largest seller was Capital International Investors, cutting an estimated $2.87B.

  • 3,024 institutional investors held UnitedHealth (UNH) as of Q1 2026, down from 3,296 in Q4 2025.
  • Funds reported $203B of UnitedHealth stock for Q1 2026, down 18% quarter-over-quarter.
  • 189 funds opened new UnitedHealth positions in Q1 2026 and 399 closed out, a net change of -210 holders.
  • The largest UnitedHealth buyer in Q1 2026 was Charles Schwab, an estimated $3.69B added.
  • The largest UnitedHealth seller in Q1 2026 was Capital International Investors, an estimated $2.87B sold.

Based on aggregated 13F filings for Q1 2026.