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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
CCM
3201
Capstone Capital Management
-$330K -1,000 Closed
I
3202
InceptionR
California
-$330K -1,000 Closed
WWM
3203
Waterway Wealth Management
Texas
-$330K -1,000 Closed
BWP
3204
Baldwin Wealth Partners
Massachusetts
-$329K -998 Closed
SEA
3205
Stegent Equity Advisors
Texas
-$327K -991 Closed
TM
3206
Torren Management
California
-$325K -985 Closed
DT
3207
DV Trading
Illinois
-$323K -977 Closed
GKWIM
3208
Gerber Kawasaki Wealth & Investment Management
California
-$319K -967 Closed
SCG
3209
Sonata Capital Group
Washington
-$319K -965 Closed
LWM
3210
LongView Wealth Management
Georgia
-$326K -956 Closed
BAM
3211
Brave Asset Management
New Jersey
-$312K -944 Closed
MC
3212
Matisse Capital
Oregon
-$305K -925 Closed
VAM
3213
Verity Asset Management
North Carolina
-$305K -925 Closed
CCM
3214
Coerente Capital Management
Ontario, Canada
-$302K -915 Closed
PTFIS
3215
Pekao Towarzystwo Funduszy Inwestycyjnych SA
-$301K -911 Closed
JWS
3216
Juncture Wealth Strategies
Arizona
-$300K -908 Closed
LWP
3217
LeClair Wealth Partners
Ohio
-$299K -905 Closed
TSW
3218
Three Seasons Wealth
Utah
-$298K -903 Closed
KLI
3219
Kelman-Lazarov Inc
Tennessee
-$292K -883 Closed
RA
3220
Resolute Advisors
California
-$290K -880 Closed
TW
3221
Traveka Wealth
California
-$291K -880 Closed
CI
3222
Carroll Investors
South Carolina
-$288K -869 Closed
SNBOSD
3223
Security National Bank of So Dak
Iowa
-$286K -867 Closed
LA
3224
Latitude Advisors
Florida
-$285K -864 Closed
DFA
3225
Davies Financial Advisors
California
-$283K -857 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.