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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
WWMSC
3251
Wagner Wealth Management (South Carolina)
South Carolina
-$255K -773 Closed
LGG
3252
Luts & Greenleigh Group
Maryland
-$255K -771 Closed
BWFA
3253
Baltimore-Washington Financial Advisors
Maryland
-$252K -764 Closed
AWM
3254
Ariadne Wealth Management
California
-$217K -762 Closed
WIA
3255
Wetzel Investment Advisors
Indiana
-$247K -748 Closed
RFW
3256
Rainier Family Wealth
Washington
-$246K -746 Closed
DWM
3257
Ducere Wealth Management
California
-$244K -740 Closed
4WM
3258
4J Wealth Management
Virginia
-$244K -738 Closed
WPW
3259
Watershed Private Wealth
Illinois
-$244K -738 Closed
BMA
3260
Brooks Moore & Associates
Tennessee
-$243K -737 Closed
CG
3261
Clarus Group
Texas
-$243K -737 Closed
PWC
3262
Pathfinder Wealth Consulting
North Carolina
-$241K -729 Closed
EMAM
3263
Encompass More Asset Management
California
-$240K -727 Closed
GC
3264
Grange Capital
Oregon
-$240K -727 Closed
TA
3265
TruWealth Advisors
Louisiana
-$239K -725 Closed
BSAM
3266
Blue Square Asset Management
New York
-$239K -724 Closed
MAA
3267
Matrix Asset Advisors
New York
-$238K -721 Closed
PAS
3268
PKS Advisory Services
New York
-$238K -721 Closed
CPC
3269
Cookson Peirce & Co
Pennsylvania
-$238K -720 Closed
CF
3270
Clarity Financial
Texas
-$237K -719 Closed
DWM
3271
DecisionMap Wealth Management
Virginia
-$237K -719 Closed
PHWM
3272
Pine Harbor Wealth Management
Maryland
-$237K -719 Closed
UWP
3273
Uniting Wealth Partners
Kansas
-$237K -718 Closed
TF
3274
Threadgill Financial
Texas
-$237K -717 Closed
GAM
3275
Gemmer Asset Management
California
-$236K -714 Closed