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UnitedHealth

2,996 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 1,179 increasing their positions, 1,378 reducing their positions, and 396 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 (-$45.5B)

36% less funds holding in top 10

Funds holding in top 10: 7850 (-28)

53% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 396

Holders
2,996
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
EV
3301
EJMK Ventures
Illinois
PAG
3302
Powers Advisory Group
Illinois
PFM
3303
Patton Fund Management
Texas
MCM
3304
Morton Capital Management
California
SCI
3305
Silver Coast Investments
United States
LC
3306
Landaas & Company
Wisconsin
AA
3307
Aufman Associates
Pennsylvania
BMM
3308
Berkshire Money Management
Massachusetts
TP
3309
Trailhead Planners
Minnesota
OCM
3310
Orleans Capital Management
Louisiana
ADMI
3311
Albert D. Mason Inc
Massachusetts
GCIA
3312
Gabelli & Co Investment Advisers
New York
CSA
3313
Cottage Street Advisors
Massachusetts
HFS
3314
Hopwood Financial Services
Virginia
NG
3315
Northstar Group
New York
IWA
3316
IVC Wealth Advisors
Pennsylvania
NHT
3317
New Hampshire Trust
New Hampshire
LWANC
3318
Laurel Wealth Advisors (North Carolina)
North Carolina
EWA
3319
Etesian Wealth Advisors
Oregon
IFPL
3320
Investments & Financial Planning LLC
Kentucky
GAM
3321
Gould Asset Management
California
CG
3322
Corundum Group
Colorado
CWM
3323
Challenger Wealth Management
California
OBWG
3324
Onyx Bridge Wealth Group
New York
FPW
3325
Fairvoy Private Wealth
Alabama