We are live on ! Find out more
UNH icon

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
SIM
3151
Sterling Investment Management
Arizona
-$663K -2,008 Closed
AGA
3152
Accuvest Global Advisors
Utah
-$660K -2,000 Closed
CCA
3153
Cruiser Capital Advisors
Connecticut
-$660K -2,000 Closed
SSA
3154
Shepherd Street Advisors
California
-$656K -1,986 Closed
WH
3155
Willner & Heller
California
-$655K -1,984 Closed
ACP
3156
Argyle Capital Partners
California
-$614K -1,859 Closed
PEA
3157
Park Edge Advisors
Ohio
-$565K -1,712 Closed
MMC
3158
Mizuho Markets Cayman
Cayman Islands
-$563K -1,707 Closed
BCM
3159
Bienville Capital Management
New York
-$554K -1,677 Closed
KJHP
3160
K.J. Harrison & Partners
Ontario, Canada
-$539K -1,634 Closed
BBP
3161
Banco BTG Pactual
Brazil
-$531K -1,609 Closed
CAM
3162
Columbia Asset Management
Michigan
-$523K -1,585 Closed
HAG
3163
HF Advisory Group
Maryland
-$517K -1,565 Closed
JGC
3164
J. Goldman & Co
New York
-$491K -1,486 Closed
FAL
3165
Focused Alpha LLC
Colorado
-$474K -1,435 Closed
CAGAS
3166
Capital Advisory Group Advisory Services
Minnesota
-$473K -1,432 Closed
Harris Associates
3167
Harris Associates
Illinois
-$467K -1,414 Closed
MIA
3168
MainStreet Investment Advisors
Illinois
-$457K -1,385 Closed
BFS
3169
Burr Financial Services
California
-$451K -1,365 Closed
OF
3170
Optimize Financial
California
-$449K -1,359 Closed
NWA
3171
Navis Wealth Advisors
New York
-$444K -1,345 Closed
EPI
3172
Eddie Patel Inc
Illinois
-$433K -1,311 Closed
ECA
3173
Elevate Capital Advisors
Colorado
-$424K -1,284 Closed
OWA
3174
One Wealth Advisors
California
-$414K -1,255 Closed
CPWA
3175
Cerro Pacific Wealth Advisors
California
-$412K -1,248 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.