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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
WKSWA
3226
White Knight Strategic Wealth Advisors
New Jersey
AWM
3227
Aries Wealth Management
Maine
OAS
3228
Optivise Advisory Services
Tennessee
NERM
3229
New England Research & Management
Illinois
WWMSC
3230
Wagner Wealth Management (South Carolina)
South Carolina
LGG
3231
Luts & Greenleigh Group
Maryland
BWFA
3232
Baltimore-Washington Financial Advisors
Maryland
AWM
3233
Ariadne Wealth Management
California
WIA
3234
Wetzel Investment Advisors
Indiana
RFW
3235
Rainier Family Wealth
Washington
DWM
3236
Ducere Wealth Management
California
4WM
3237
4J Wealth Management
Virginia
WPW
3238
Watershed Private Wealth
Illinois
CG
3239
Clarus Group
Texas
BMA
3240
Brooks Moore & Associates
Tennessee
PWC
3241
Pathfinder Wealth Consulting
North Carolina
EMAM
3242
Encompass More Asset Management
California
GC
3243
Grange Capital
Oregon
TA
3244
TruWealth Advisors
Louisiana
BSAM
3245
Blue Square Asset Management
New York
PAS
3246
PKS Advisory Services
New York
MAA
3247
Matrix Asset Advisors
New York
CPC
3248
Cookson Peirce & Co
Pennsylvania
DWM
3249
DecisionMap Wealth Management
Virginia
CF
3250
Clarity Financial
Texas