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UnitedHealth

3,015 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,184 increasing their positions, 1,391 reducing their positions, and 397 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 (-$45.4B)

36% less funds holding in top 10

Funds holding in top 10: 7850 (-28)

53% less first-time investments, than exits

New positions opened: 188 | Existing positions closed: 397

Holders
3,015
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
CFS
3276
Coordinated Financial Services
Colorado
GSIAS
3277
Garden State Investment Advisory Services
New Jersey
FCIM
3278
Fairview Capital Investment Management
California
TBT
3279
Texas Bank & Trust
Texas
BWG
3280
Berry Wealth Group
Texas
BWP
3281
Bernardo Wealth Planning
Pennsylvania
MSA
3282
Marino Stram & Associates
Massachusetts
BWM
3283
Birchcreek Wealth Management
Ohio
RWP
3284
Ridgecrest Wealth Partners
California
SFP
3285
Shepherd Financial Partners
Massachusetts
HWA
3286
HMV Wealth Advisors
Louisiana
MFP
3287
Meridian Financial Partners
Virginia
JF
3288
JMN Financial
Ohio
BMC
3289
Beaton Management Company
Massachusetts
HCWM
3290
Hidden Cove Wealth Management
Washington
HBS
3291
Howard Bailey Securities
Indiana
HPC
3292
Hobart Private Capital
North Carolina
AFM
3293
Abbot Financial Management
Massachusetts
ACA
3294
Affinity Capital Advisors
California
SC
3295
Seldon Capital
California
IA
3296
Invested Advisors
Pennsylvania
C1AG
3297
Client 1st Advisory Group
Florida
FFBTD
3298
First Financial Bank - Trust Division
Ohio
CFA
3299
CWS Financial Advisors
Michigan
AIA
3300
Allied Investment Advisors
Montana