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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
DEM
3326
Disciplined Equity Management
Florida
-$218K -660 Closed
IDA
3327
Intelligence Driven Advisers
California
-$218K -659 Closed
CHA
3328
Cooper/Haims Advisors
New York
-$217K -658 Closed
EV
3329
EJMK Ventures
Illinois
-$217K -658 Closed
PAG
3330
Powers Advisory Group
Illinois
-$217K -658 Closed
PFM
3331
Patton Fund Management
Texas
-$217K -656 Closed
MCM
3332
Morton Capital Management
California
-$216K -654 Closed
SCI
3333
Silver Coast Investments
United States
-$216K -654 Closed
LC
3334
Landaas & Company
Wisconsin
-$216K -653 Closed
AA
3335
Aufman Associates
Pennsylvania
-$215K -652 Closed
BMM
3336
Berkshire Money Management
Massachusetts
-$215K -651 Closed
OCM
3337
Orleans Capital Management
Louisiana
-$215K -651 Closed
TP
3338
Trailhead Planners
Minnesota
-$215K -651 Closed
ADMI
3339
Albert D. Mason Inc
Massachusetts
-$215K -650 Closed
CSA
3340
Cottage Street Advisors
Massachusetts
-$215K -650 Closed
GCIA
3341
Gabelli & Co Investment Advisers
New York
-$215K -650 Closed
HFS
3342
Hopwood Financial Services
Virginia
-$214K -649 Closed
IWA
3343
IVC Wealth Advisors
Pennsylvania
-$214K -648 Closed
NG
3344
Northstar Group
New York
-$214K -648 Closed
NHT
3345
New Hampshire Trust
New Hampshire
-$214K -647 Closed
W
3346
Wealthquest
Ohio
-$214K -647 Closed
LWANC
3347
Laurel Wealth Advisors (North Carolina)
North Carolina
-$213K -646 Closed
EWA
3348
Etesian Wealth Advisors
Oregon
-$213K -645 Closed
IFPL
3349
Investments & Financial Planning LLC
Kentucky
-$212K -642 Closed
GAM
3350
Gould Asset Management
California
-$211K -640 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.