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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
CG
3176
Cynosure Group
Utah
-$403K -1,220 Closed
AM
3177
Atwater Malick
Pennsylvania
-$401K -1,215 Closed
CWMG
3178
Compass Wealth Management (Georgia)
Georgia
-$396K -1,200 Closed
Polen Capital Management
3179
Polen Capital Management
Florida
-$395K -1,197 Closed
FNA
3180
First National Advisers
Nebraska
-$381K -1,155 Closed
EWA
3181
Evolution Wealth Advisors
Florida
-$381K -1,154 Closed
BBNB
3182
Baker Boyer National Bank
Washington
-$375K -1,137 Closed
FWP
3183
Forefront Wealth Partners
Texas
-$375K -1,137 Closed
JAG
3184
Journey Advisory Group
Kentucky
-$375K -1,135 Closed
HIS
3185
Harvest Investment Services
Illinois
-$372K -1,127 Closed
BF
3186
bLong Financial
Tennessee
-$371K -1,125 Closed
DIM
3187
Delta Investment Management
California
-$360K -1,091 Closed
AFA
3188
Allium Financial Advisors
Oregon
-$358K -1,084 Closed
ACM
3189
Andina Capital Management
Utah
-$357K -1,080 Closed
VAMG
3190
Voisard Asset Management Group
Michigan
-$357K -1,080 Closed
WCM
3191
WealthBridge Capital Management
Ohio
-$352K -1,067 Closed
VDC
3192
Van Diest Capital
Iowa
-$349K -1,057 Closed
ABLA
3193
Alan B. Lancz & Associates
Ohio
-$348K -1,055 Closed
HIS
3194
Horizon Investment Services
Indiana
-$345K -1,046 Closed
AFA
3195
Antonelli Financial Advisors
Michigan
-$345K -1,045 Closed
OWM
3196
OneAscent Wealth Management
Alabama
-$345K -1,044 Closed
TIA
3197
Traphagen Investment Advisors
New Jersey
-$343K -1,039 Closed
WCFA
3198
Walkner Condon Financial Advisors
Wisconsin
-$342K -1,035 Closed
EBA
3199
Eagle Bay Advisors
New York
-$332K -1,006 Closed
AWF
3200
Alpha Wealth Funds
Utah
-$337K -1,000 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.