We are live on ! Find out more
UNH icon

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
MWP
3251
Meridian Wealth Partners
Pennsylvania
-$258K -781 Closed
CAP
3252
Cordoba Advisory Partners
New York
-$258K -780 Closed
WKSWA
3253
White Knight Strategic Wealth Advisors
New Jersey
-$257K -780 Closed
AWM
3254
Aries Wealth Management
Maine
-$257K -778 Closed
OAS
3255
Optivise Advisory Services
Tennessee
-$256K -776 Closed
NERM
3256
New England Research & Management
Illinois
-$256K -775 Closed
WWMSC
3257
Wagner Wealth Management (South Carolina)
South Carolina
-$255K -773 Closed
LGG
3258
Luts & Greenleigh Group
Maryland
-$255K -771 Closed
BWFA
3259
Baltimore-Washington Financial Advisors
Maryland
-$252K -764 Closed
AWM
3260
Ariadne Wealth Management
California
-$217K -762 Closed
WIA
3261
Wetzel Investment Advisors
Indiana
-$247K -748 Closed
RFW
3262
Rainier Family Wealth
Washington
-$246K -746 Closed
DWM
3263
Ducere Wealth Management
California
-$244K -740 Closed
4WM
3264
4J Wealth Management
Virginia
-$244K -738 Closed
WPW
3265
Watershed Private Wealth
Illinois
-$244K -738 Closed
BMA
3266
Brooks Moore & Associates
Tennessee
-$243K -737 Closed
CG
3267
Clarus Group
Texas
-$243K -737 Closed
PWC
3268
Pathfinder Wealth Consulting
North Carolina
-$241K -729 Closed
EMAM
3269
Encompass More Asset Management
California
-$240K -727 Closed
GC
3270
Grange Capital
Oregon
-$240K -727 Closed
TA
3271
TruWealth Advisors
Louisiana
-$239K -725 Closed
BSAM
3272
Blue Square Asset Management
New York
-$239K -724 Closed
MAA
3273
Matrix Asset Advisors
New York
-$238K -721 Closed
PAS
3274
PKS Advisory Services
New York
-$238K -721 Closed
CPC
3275
Cookson Peirce & Co
Pennsylvania
-$238K -720 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.