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UnitedHealth

3,015 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,184 increasing their positions, 1,391 reducing their positions, and 397 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 (-$45.4B)

36% less funds holding in top 10

Funds holding in top 10: 7850 (-28)

53% less first-time investments, than exits

New positions opened: 188 | Existing positions closed: 397

Holders
3,015
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
BMM
3326
Berkshire Money Management
Massachusetts
OCM
3327
Orleans Capital Management
Louisiana
TP
3328
Trailhead Planners
Minnesota
GCIA
3329
Gabelli & Co Investment Advisers
New York
CSA
3330
Cottage Street Advisors
Massachusetts
ADMI
3331
Albert D. Mason Inc
Massachusetts
HFS
3332
Hopwood Financial Services
Virginia
NG
3333
Northstar Group
New York
IWA
3334
IVC Wealth Advisors
Pennsylvania
W
3335
Wealthquest
Ohio
NHT
3336
New Hampshire Trust
New Hampshire
LWANC
3337
Laurel Wealth Advisors (North Carolina)
North Carolina
EWA
3338
Etesian Wealth Advisors
Oregon
IFPL
3339
Investments & Financial Planning LLC
Kentucky
GAM
3340
Gould Asset Management
California
CG
3341
Corundum Group
Colorado
CWM
3342
Challenger Wealth Management
California
OBWG
3343
Onyx Bridge Wealth Group
New York
FPW
3344
Fairvoy Private Wealth
Alabama
CIC
3345
Crawford Investment Counsel
Georgia
CCA
3346
Cora Capital Advisors
New Jersey
IAS
3347
Investment Advisory Services
Texas
MPW
3348
MGO Private Wealth
California
SFGL
3349
Southern Financial Group, LLC
Alabama
WWM
3350
Wiser Wealth Management
Georgia