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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
WP
3351
Westmount Partners
California
WDG
3352
Wealth Dimensions Group
Ohio
SHFP
3353
Second Half Financial Partners
Florida
WF
3354
Whelan Financial
California
BCM
3355
BluePath Capital Management
Georgia
WA
3356
Win Advisors
Florida
LFP
3357
Lakeshore Financial Planning
Michigan
TWM
3358
TriaGen Wealth Management
California
SW
3359
SkyOak Wealth
Michigan
LC
3360
Lawood & Co
Pennsylvania
AFAS
3361
Acorn Financial Advisory Services
Virginia
CWMGO
3362
Capstone Wealth Management Group (Oregon)
Oregon
HW
3363
HORAN Wealth
Ohio
LBC
3364
Leigh Baldwin & Co
New York
CFP
3365
Curran Financial Partners
South Carolina
BFO
3366
Biltmore Family Office
North Carolina
NWWA
3367
New Wave Wealth Advisors
Arkansas
CFGA
3368
Cambridge Financial Group (Arizona)
Arizona
DWA
3369
Dougherty Wealth Advisers
Minnesota
E
3370
Entelevest
Florida
GWS
3371
Greykasell Wealth Strategies
California
GWM
3372
Greenline Wealth Management
Florida
WWA
3373
Wealth Watch Advisors
Colorado
GAFA
3374
Garton & Associates Financial Advisors
Kentucky
PPA
3375
Pilgrim Partners Asia
Singapore