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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
PWM
3201
Purus Wealth Management
California
BP
3202
BBR Partners
New York
BBI
3203
Baxter Bros Inc
Connecticut
BHIA
3204
Birch Hill Investment Advisors
Massachusetts
RG
3205
Renaissance Group
Kentucky
JRPIM
3206
Journey Retirement Planning & Investment Management
Idaho
HWM
3207
Horizon Wealth Management
Illinois
HWMC
3208
Heritage Wealth Management (California)
California
PM
3209
Pembroke Management
Quebec, Canada
PTC
3210
Philadelphia Trust Company
Pennsylvania
CPIA
3211
Cornell Pochily Investment Advisors
New York
IA
3212
Insight Advisors
Pennsylvania
CWA
3213
Canvas Wealth Advisors
Kansas
CA
3214
Carson Advisory
Georgia
VCWA
3215
Vanguard Capital Wealth Advisors
Colorado
PWM
3216
Peterson Wealth Management
Nevada
PWW
3217
Pettyjohn Wood & White
Virginia
AWAU
3218
Alliance Wealth Advisors (Utah)
Utah
RI
3219
Ruggiero Investments
Florida
SP
3220
Symmetry Partners
Connecticut
OC
3221
Opinicus Capital
Florida
ML
3222
Mayport LLC
Massachusetts
CMP
3223
Christine Messmer PC
Pennsylvania
MWP
3224
Meridian Wealth Partners
Pennsylvania
CAP
3225
Cordoba Advisory Partners
New York