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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
B
3076
Bellecapital
Switzerland
-$5.72M -17,337 Closed
HCM
3077
Hodges Capital Management
Texas
-$5.69M -17,223 Closed
SWM
3078
Segment Wealth Management
Texas
-$5.06M -15,340 Closed
MSWM
3079
Mader & Shannon Wealth Management
Missouri
-$5.16M -14,951 Closed
MAM
3080
Mirabaud Asset Management
United Kingdom
-$7.05M -13,201 Closed
BCM
3081
Brasada Capital Management
Texas
-$4.19M -12,462 Closed
PCP
3082
Pacific Capital Partners
-$3.88M -11,750 Closed
FPC
3083
Flax Pond Capital
Massachusetts
-$3.84M -11,630 Closed
BIM
3084
Brentview Investment Management
Illinois
-$3.83M -11,596 Closed
WI
3085
Westbourne Investments
Virginia
-$3.75M -11,355 Closed
LCM
3086
Logan Capital Management
Pennsylvania
-$3.18M -10,665 Closed
MAMNY
3087
Marathon Asset Management (New York)
New York
-$2.87M -10,000 Closed
RFM
3088
Ranmore Fund Management
United Kingdom
-$3.3M -10,000 Closed
JF
3089
Jump Financial
Illinois
-$3.1M -9,377 Closed
TA
3090
TKG Advisors
Indiana
-$3.05M -9,251 Closed
Blackstone Inc
3091
Blackstone Inc
New York
-$2.97M -8,996 Closed
KI
3092
Kapitalo Investimentos
Brazil
-$2.91M -8,826 Closed
AIM
3093
Aigen Investment Management
New York
-$2.83M -8,562 Closed
SMA
3094
Sage Mountain Advisors
Georgia
-$2.74M -8,289 Closed
DFG
3095
Delphi Financial Group
Delaware
-$2.72M -8,240 Closed
PS
3096
Pensionfund Sabic
Netherlands
-$2.69M -8,150 Closed
ECM
3097
English Capital Management
Michigan
-$2.59M -7,841 Closed
CFCI
3098
Comprehensive Financial Consultants Institutional
Indiana
-$2.48M -7,509 Closed
FWA
3099
Fulcrum Wealth Advisors
Washington
-$2.43M -7,369 Closed
CIP
3100
Capital Insight Partners
Arizona
-$2.19M -6,645 Closed

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.