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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
WW
3276
Windle Wealth
Oklahoma
-$235K -713 Closed
PSP
3277
Principal Street Partners
Tennessee
-$235K -712 Closed
CFS
3278
Coordinated Financial Services
Colorado
-$235K -711 Closed
PBO
3279
Peoples Bank (Ohio)
Ohio
-$235K -711 Closed
FCIM
3280
Fairview Capital Investment Management
California
-$234K -710 Closed
GSIAS
3281
Garden State Investment Advisory Services
New Jersey
-$235K -710 Closed
TBT
3282
Texas Bank & Trust
Texas
-$234K -709 Closed
BWP
3283
Bernardo Wealth Planning
Pennsylvania
-$233K -706 Closed
BWG
3284
Berry Wealth Group
Texas
-$233K -706 Closed
MSA
3285
Marino Stram & Associates
Massachusetts
-$233K -706 Closed
WF
3286
WealthPoint Financial
North Carolina
-$233K -706 Closed
BWM
3287
Birchcreek Wealth Management
Ohio
-$232K -704 Closed
RWP
3288
Ridgecrest Wealth Partners
California
-$232K -704 Closed
SFP
3289
Shepherd Financial Partners
Massachusetts
-$232K -702 Closed
BMC
3290
Beaton Management Company
Massachusetts
-$231K -700 Closed
HWA
3291
HMV Wealth Advisors
Louisiana
-$231K -700 Closed
JF
3292
JMN Financial
Ohio
-$231K -700 Closed
MFP
3293
Meridian Financial Partners
Virginia
-$243K -700 Closed
HCWM
3294
Hidden Cove Wealth Management
Washington
-$231K -699 Closed
HBS
3295
Howard Bailey Securities
Indiana
-$230K -698 Closed
HPC
3296
Hobart Private Capital
North Carolina
-$230K -696 Closed
AFM
3297
Abbot Financial Management
Massachusetts
-$230K -695 Closed
ACA
3298
Affinity Capital Advisors
California
-$228K -691 Closed
SC
3299
Seldon Capital
California
-$227K -687 Closed
IA
3300
Invested Advisors
Pennsylvania
-$226K -686 Closed