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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
CIC
3326
Crawford Investment Counsel
Georgia
CCA
3327
Cora Capital Advisors
New Jersey
MPW
3328
MGO Private Wealth
California
IAS
3329
Investment Advisory Services
Texas
WP
3330
Westmount Partners
California
WWM
3331
Wiser Wealth Management
Georgia
WDG
3332
Wealth Dimensions Group
Ohio
SHFP
3333
Second Half Financial Partners
Florida
WF
3334
Whelan Financial
California
BCM
3335
BluePath Capital Management
Georgia
WA
3336
Win Advisors
Florida
LFP
3337
Lakeshore Financial Planning
Michigan
TWM
3338
TriaGen Wealth Management
California
SW
3339
SkyOak Wealth
Michigan
LC
3340
Lawood & Co
Pennsylvania
AFAS
3341
Acorn Financial Advisory Services
Virginia
CWMGO
3342
Capstone Wealth Management Group (Oregon)
Oregon
LBC
3343
Leigh Baldwin & Co
New York
HW
3344
HORAN Wealth
Ohio
CFP
3345
Curran Financial Partners
South Carolina
BFO
3346
Biltmore Family Office
North Carolina
NWWA
3347
New Wave Wealth Advisors
Arkansas
CFGA
3348
Cambridge Financial Group (Arizona)
Arizona
DWA
3349
Dougherty Wealth Advisers
Minnesota
E
3350
Entelevest
Florida