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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
CF
3276
Clarity Financial
Texas
-$237K -719 Closed
DWM
3277
DecisionMap Wealth Management
Virginia
-$237K -719 Closed
PHWM
3278
Pine Harbor Wealth Management
Maryland
-$237K -719 Closed
UWP
3279
Uniting Wealth Partners
Kansas
-$237K -718 Closed
TF
3280
Threadgill Financial
Texas
-$237K -717 Closed
GAM
3281
Gemmer Asset Management
California
-$236K -714 Closed
WW
3282
Windle Wealth
Oklahoma
-$235K -713 Closed
PSP
3283
Principal Street Partners
Tennessee
-$235K -712 Closed
CFS
3284
Coordinated Financial Services
Colorado
-$235K -711 Closed
PBO
3285
Peoples Bank (Ohio)
Ohio
-$235K -711 Closed
FCIM
3286
Fairview Capital Investment Management
California
-$234K -710 Closed
GSIAS
3287
Garden State Investment Advisory Services
New Jersey
-$235K -710 Closed
TBT
3288
Texas Bank & Trust
Texas
-$234K -709 Closed
BWP
3289
Bernardo Wealth Planning
Pennsylvania
-$233K -706 Closed
BWG
3290
Berry Wealth Group
Texas
-$233K -706 Closed
MSA
3291
Marino Stram & Associates
Massachusetts
-$233K -706 Closed
WF
3292
WealthPoint Financial
North Carolina
-$233K -706 Closed
BWM
3293
Birchcreek Wealth Management
Ohio
-$232K -704 Closed
RWP
3294
Ridgecrest Wealth Partners
California
-$232K -704 Closed
SFP
3295
Shepherd Financial Partners
Massachusetts
-$232K -702 Closed
BMC
3296
Beaton Management Company
Massachusetts
-$231K -700 Closed
HWA
3297
HMV Wealth Advisors
Louisiana
-$231K -700 Closed
JF
3298
JMN Financial
Ohio
-$231K -700 Closed
MFP
3299
Meridian Financial Partners
Virginia
-$243K -700 Closed
HCWM
3300
Hidden Cove Wealth Management
Washington
-$231K -699 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.