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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
ACM
3101
Accent Capital Management
Ohio
-$2.17M -6,561 Closed
OAM
3102
Oxford Asset Management
United Kingdom
-$2.12M -6,410 Closed
IFU
3103
iSAM Funds (UK)
United Kingdom
-$2.1M -6,347 Closed
DSCM
3104
Del-Sette Capital Management
New York
-$2.09M -6,333 Closed
BA
3105
Bridgewater Associates
Connecticut
-$2.04M -6,170 Closed
SC
3106
Scholtz & Company
Connecticut
-$2.03M -6,155 Closed
AWA
3107
Arete Wealth Advisors
Illinois
-$1.98M -6,002 Closed
BAMCO Inc
3108
BAMCO Inc
New York
-$1.98M -6,000 Closed
BDS
3109
Banco de Sabadell
Florida
-$1.96M -5,932 Closed
AIMCA
3110
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$1.85M -5,600 Closed
RAM
3111
Readystate Asset Management
Illinois
-$1.66M -5,575 Closed
LWA
3112
Lineweaver Wealth Advisors
Ohio
-$1.78M -5,386 Closed
RLWM
3113
RF&L Wealth Management
Massachusetts
-$1.69M -5,114 Closed
KHCM
3114
Kirtland Hills Capital Management
Ohio
-$1.57M -4,771 Closed
LTAS
3115
Linden Thomas Advisory Services
North Carolina
-$1.54M -4,673 Closed
MFS
3116
Monetta Financial Services
Illinois
-$1.45M -4,400 Closed
HG
3117
Herbst Group
Connecticut
-$1.42M -4,300 Closed
LOAMU
3118
Lombard Odier Asset Management (USA)
New York
-$1.27M -4,275 Closed
PWS
3119
Peloton Wealth Strategists
Indiana
-$1.36M -4,125 Closed
TWM
3120
Thryve Wealth Management
Texas
-$1.28M -3,892 Closed
PWP
3121
Pursue Wealth Partners
California
-$1.28M -3,873 Closed
IA
3122
IFG Advisory
Georgia
-$1.23M -3,739 Closed
AAM
3123
Alphadyne Asset Management
New York
-$1.08M -3,610 Closed
WCM
3124
Weaver Capital Management
Georgia
-$1.15M -3,495 Closed
FRM
3125
Fox Run Management
Connecticut
-$1.15M -3,479 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.