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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
PHWM
3251
Pine Harbor Wealth Management
Maryland
UWP
3252
Uniting Wealth Partners
Kansas
TF
3253
Threadgill Financial
Texas
GAM
3254
Gemmer Asset Management
California
WW
3255
Windle Wealth
Oklahoma
PSP
3256
Principal Street Partners
Tennessee
PBO
3257
Peoples Bank (Ohio)
Ohio
CFS
3258
Coordinated Financial Services
Colorado
FCIM
3259
Fairview Capital Investment Management
California
GSIAS
3260
Garden State Investment Advisory Services
New Jersey
TBT
3261
Texas Bank & Trust
Texas
MSA
3262
Marino Stram & Associates
Massachusetts
BWP
3263
Bernardo Wealth Planning
Pennsylvania
BWG
3264
Berry Wealth Group
Texas
BWM
3265
Birchcreek Wealth Management
Ohio
RWP
3266
Ridgecrest Wealth Partners
California
SFP
3267
Shepherd Financial Partners
Massachusetts
BMC
3268
Beaton Management Company
Massachusetts
JF
3269
JMN Financial
Ohio
MFP
3270
Meridian Financial Partners
Virginia
HWA
3271
HMV Wealth Advisors
Louisiana
HCWM
3272
Hidden Cove Wealth Management
Washington
HBS
3273
Howard Bailey Securities
Indiana
HPC
3274
Hobart Private Capital
North Carolina
AFM
3275
Abbot Financial Management
Massachusetts