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UnitedHealth

3,018 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, 1,188 increasing their positions, 1,390 reducing their positions, and 398 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: 3,2933,018 (-275)

15% less repeat investments, than reductions

Existing positions increased: 1,188 | Existing positions reduced: 1,390

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: 189 | Existing positions closed: 398

Holders
3,018
Holders Change
-275
Holders Change %
-8.35%
% of All Funds
37.18%
Holding in Top 10
50
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-35.9%
% of All Funds
0.62%
New
189
Increased
1,188
Reduced
1,390
Closed
398
Calls
$15.6B
Puts
$14.8B
Net Calls
+$770M
Net Calls Change
-$2.56B
Name Holding Trade Value Shares
Change
Change in
Stake
RG
3226
Renaissance Group
Kentucky
-$277K -838 Closed
JRPIM
3227
Journey Retirement Planning & Investment Management
Idaho
-$276K -836 Closed
HWM
3228
Horizon Wealth Management
Illinois
-$275K -833 Closed
HWMC
3229
Heritage Wealth Management (California)
California
-$272K -825 Closed
PM
3230
Pembroke Management
Quebec, Canada
-$272K -824 Closed
PTC
3231
Philadelphia Trust Company
Pennsylvania
-$271K -820 Closed
CPIA
3232
Cornell Pochily Investment Advisors
New York
-$270K -818 Closed
IA
3233
Insight Advisors
Pennsylvania
-$270K -817 Closed
CWA
3234
Canvas Wealth Advisors
Kansas
-$269K -816 Closed
CA
3235
Carson Advisory
Georgia
-$266K -807 Closed
VCWA
3236
Vanguard Capital Wealth Advisors
Colorado
-$265K -802 Closed
PWM
3237
Peterson Wealth Management
Nevada
-$264K -800 Closed
PWW
3238
Pettyjohn Wood & White
Virginia
-$263K -798 Closed
AWAU
3239
Alliance Wealth Advisors (Utah)
Utah
-$263K -797 Closed
RI
3240
Ruggiero Investments
Florida
-$263K -796 Closed
OC
3241
Opinicus Capital
Florida
-$261K -790 Closed
SP
3242
Symmetry Partners
Connecticut
-$261K -790 Closed
ML
3243
Mayport LLC
Massachusetts
-$260K -789 Closed
CMP
3244
Christine Messmer PC
Pennsylvania
-$258K -781 Closed
MWP
3245
Meridian Wealth Partners
Pennsylvania
-$258K -781 Closed
CAP
3246
Cordoba Advisory Partners
New York
-$258K -780 Closed
WKSWA
3247
White Knight Strategic Wealth Advisors
New Jersey
-$257K -780 Closed
AWM
3248
Aries Wealth Management
Maine
-$257K -778 Closed
OAS
3249
Optivise Advisory Services
Tennessee
-$256K -776 Closed
NERM
3250
New England Research & Management
Illinois
-$256K -775 Closed