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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
HBS
3301
Howard Bailey Securities
Indiana
-$230K -698 Closed
HPC
3302
Hobart Private Capital
North Carolina
-$230K -696 Closed
AFM
3303
Abbot Financial Management
Massachusetts
-$230K -695 Closed
ACA
3304
Affinity Capital Advisors
California
-$228K -691 Closed
SC
3305
Seldon Capital
California
-$227K -687 Closed
IA
3306
Invested Advisors
Pennsylvania
-$226K -686 Closed
C1AG
3307
Client 1st Advisory Group
Florida
-$226K -685 Closed
FFBTD
3308
First Financial Bank - Trust Division
Ohio
-$226K -685 Closed
CFA
3309
CWS Financial Advisors
Michigan
-$226K -684 Closed
AIA
3310
Allied Investment Advisors
Montana
-$226K -683 Closed
BO
3311
Bank OZK
Arkansas
-$225K -682 Closed
PCMNC
3312
Piedmont Capital Management (North Carolina)
North Carolina
-$225K -682 Closed
KBFS
3313
Kohmann Bosshard Financial Services
Ohio
-$225K -681 Closed
SC
3314
Stephenson & Company
California
-$224K -678 Closed
DAS
3315
Daybright Advisory Services
Florida
-$223K -675 Closed
OCPWS
3316
One Charles Private Wealth Services
Massachusetts
-$223K -675 Closed
IA
3317
IFC Advisors
California
-$222K -674 Closed
SFGM
3318
Stonebridge Financial Group (Missouri)
Missouri
-$223K -674 Closed
SHA
3319
Seneca House Advisors
Virginia
-$222K -673 Closed
TS
3320
TradeWell Securities
Indiana
-$222K -672 Closed
TAP
3321
TSG Advice Partners
Ohio
-$222K -672 Closed
PCM
3322
Princeton Capital Management
New Jersey
-$221K -671 Closed
CASB
3323
Cape Ann Savings Bank
Massachusetts
-$221K -670 Closed
CWM
3324
Collaborative Wealth Management
Florida
-$220K -666 Closed
AIA
3325
Accelerate Investment Advisors
California
-$218K -660 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.