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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
FI
3226
Financial Insights
Washington
-$283K -857 Closed
BBA
3227
Braun-Bostich & Associates
Pennsylvania
-$282K -854 Closed
PWM
3228
Purus Wealth Management
California
-$281K -852 Closed
BP
3229
BBR Partners
New York
-$280K -849 Closed
BBI
3230
Baxter Bros Inc
Connecticut
-$278K -843 Closed
BHIA
3231
Birch Hill Investment Advisors
Massachusetts
-$277K -840 Closed
RG
3232
Renaissance Group
Kentucky
-$277K -838 Closed
JRPIM
3233
Journey Retirement Planning & Investment Management
Idaho
-$276K -836 Closed
HWM
3234
Horizon Wealth Management
Illinois
-$275K -833 Closed
HWMC
3235
Heritage Wealth Management (California)
California
-$272K -825 Closed
PM
3236
Pembroke Management
Quebec, Canada
-$272K -824 Closed
PTC
3237
Philadelphia Trust Company
Pennsylvania
-$271K -820 Closed
CPIA
3238
Cornell Pochily Investment Advisors
New York
-$270K -818 Closed
IA
3239
Insight Advisors
Pennsylvania
-$270K -817 Closed
CWA
3240
Canvas Wealth Advisors
Kansas
-$269K -816 Closed
CA
3241
Carson Advisory
Georgia
-$266K -807 Closed
VCWA
3242
Vanguard Capital Wealth Advisors
Colorado
-$265K -802 Closed
PWM
3243
Peterson Wealth Management
Nevada
-$264K -800 Closed
PWW
3244
Pettyjohn Wood & White
Virginia
-$263K -798 Closed
AWAU
3245
Alliance Wealth Advisors (Utah)
Utah
-$263K -797 Closed
RI
3246
Ruggiero Investments
Florida
-$263K -796 Closed
OC
3247
Opinicus Capital
Florida
-$261K -790 Closed
SP
3248
Symmetry Partners
Connecticut
-$261K -790 Closed
ML
3249
Mayport LLC
Massachusetts
-$260K -789 Closed
CMP
3250
Christine Messmer PC
Pennsylvania
-$258K -781 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.