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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
FC
3126
Farringdon Capital
United Kingdom
-$1.14M -3,462 Closed
JSL
3127
JT Stratford LLC
Georgia
-$1.07M -3,254 Closed
AP
3128
Advisors Preferred
Maryland
-$1.08M -3,200 Closed
VI
3129
Versor Investments
New York
-$1.02M -3,094 Closed
CFM
3130
Comprehensive Financial Management
California
-$1.01M -3,074 Closed
BWM
3131
Buckley Wealth Management
Nevada
-$975K -2,953 Closed
CANC
3132
Culbertson A N & Co
Virginia
-$952K -2,885 Closed
LF
3133
Lee Financial
Texas
-$949K -2,876 Closed
BWM
3134
BAM Wealth Management
Colorado
-$914K -2,770 Closed
PAP
3135
Persistent Asset Partners
Hong Kong
-$913K -2,766 Closed
EWM
3136
EPG Wealth Management
Georgia
-$911K -2,760 Closed
PCM
3137
Prelude Capital Management
New York
-$895K -2,711 Closed
KWM
3138
KW Wealth Management
California
-$884K -2,677 Closed
QFMHK
3139
Q Fund Management (Hong Kong)
-$875K -2,650 Closed
WIM
3140
Walsky Investment Management
Pennsylvania
-$871K -2,639 Closed
MLL
3141
Moody Lynn & Lieberson
Massachusetts
-$839K -2,543 Closed
SIM
3142
Sentry Investment Management
Wisconsin
-$764K -2,315 Closed
CPM
3143
Connective Portfolio Management
New York
-$759K -2,300 Closed
ACM
3144
Allred Capital Management
Texas
-$753K -2,281 Closed
IWA
3145
Invera Wealth Advisors
Oregon
-$735K -2,228 Closed
ACM
3146
Absolute Capital Management
Pennsylvania
-$734K -2,222 Closed
SMA
3147
Seven Mile Advisory
New Jersey
-$714K -2,164 Closed
HP
3148
Havemeyer Place
Connecticut
-$712K -2,156 Closed
HWMG
3149
Harbour Wealth Management Group
South Carolina
-$675K -2,044 Closed
CAS
3150
Coppell Advisory Solutions
Texas
-$672K -2,023 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.