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UnitedHealth

3,015 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,184 increasing their positions, 1,391 reducing their positions, and 397 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 (-$45.4B)

36% less funds holding in top 10

Funds holding in top 10: 7850 (-28)

53% less first-time investments, than exits

New positions opened: 188 | Existing positions closed: 397

Holders
3,015
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
HWMC
3226
Heritage Wealth Management (California)
California
PM
3227
Pembroke Management
Quebec, Canada
PTC
3228
Philadelphia Trust Company
Pennsylvania
CPIA
3229
Cornell Pochily Investment Advisors
New York
IA
3230
Insight Advisors
Pennsylvania
CWA
3231
Canvas Wealth Advisors
Kansas
CA
3232
Carson Advisory
Georgia
VCWA
3233
Vanguard Capital Wealth Advisors
Colorado
PWM
3234
Peterson Wealth Management
Nevada
PWW
3235
Pettyjohn Wood & White
Virginia
AWAU
3236
Alliance Wealth Advisors (Utah)
Utah
RI
3237
Ruggiero Investments
Florida
OC
3238
Opinicus Capital
Florida
SP
3239
Symmetry Partners
Connecticut
ML
3240
Mayport LLC
Massachusetts
CMP
3241
Christine Messmer PC
Pennsylvania
MWP
3242
Meridian Wealth Partners
Pennsylvania
CAP
3243
Cordoba Advisory Partners
New York
WKSWA
3244
White Knight Strategic Wealth Advisors
New Jersey
AWM
3245
Aries Wealth Management
Maine
OAS
3246
Optivise Advisory Services
Tennessee
NERM
3247
New England Research & Management
Illinois
WWMSC
3248
Wagner Wealth Management (South Carolina)
South Carolina
LGG
3249
Luts & Greenleigh Group
Maryland
BWFA
3250
Baltimore-Washington Financial Advisors
Maryland