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UnitedHealth

2,996 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 1,179 increasing their positions, 1,378 reducing their positions, and 396 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

18% less capital invested

Capital invested by funds: $248B → $203B (-$45.5B)

36% less funds holding in top 10

Funds holding in top 10: 7850 (-28)

53% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 396

Holders
2,996
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.6B
Puts
$14.8B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWMG
3151
Compass Wealth Management (Georgia)
Georgia
Polen Capital Management
3152
Polen Capital Management
Florida
FNA
3153
First National Advisers
Nebraska
EWA
3154
Evolution Wealth Advisors
Florida
FWP
3155
Forefront Wealth Partners
Texas
BBNB
3156
Baker Boyer National Bank
Washington
JAG
3157
Journey Advisory Group
Kentucky
HIS
3158
Harvest Investment Services
Illinois
BF
3159
bLong Financial
Tennessee
DIM
3160
Delta Investment Management
California
AFA
3161
Allium Financial Advisors
Oregon
VAMG
3162
Voisard Asset Management Group
Michigan
ACM
3163
Andina Capital Management
Utah
WCM
3164
WealthBridge Capital Management
Ohio
VDC
3165
Van Diest Capital
Iowa
ABLA
3166
Alan B. Lancz & Associates
Ohio
HIS
3167
Horizon Investment Services
Indiana
AFA
3168
Antonelli Financial Advisors
Michigan
OWM
3169
OneAscent Wealth Management
Alabama
TIA
3170
Traphagen Investment Advisors
New Jersey
WCFA
3171
Walkner Condon Financial Advisors
Wisconsin
EBA
3172
Eagle Bay Advisors
New York
WWM
3173
Waterway Wealth Management
Texas
CCM
3174
Capstone Capital Management
AWF
3175
Alpha Wealth Funds
Utah