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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
CG
3351
Corundum Group
Colorado
-$210K -637 Closed
EIP
3352
Essential Investment Partners
Colorado
-$210K -637 Closed
CWM
3353
Challenger Wealth Management
California
-$209K -633 Closed
OBWG
3354
Onyx Bridge Wealth Group
New York
-$208K -631 Closed
FPW
3355
Fairvoy Private Wealth
Alabama
-$208K -630 Closed
CIC
3356
Crawford Investment Counsel
Georgia
-$208K -629 Closed
CCA
3357
Cora Capital Advisors
New Jersey
-$207K -628 Closed
IAS
3358
Investment Advisory Services
Texas
-$207K -626 Closed
MPW
3359
MGO Private Wealth
California
-$207K -626 Closed
SFG
3360
Southern Financial Group
Alabama
-$206K -623 Closed
WP
3361
Westmount Partners
California
-$205K -621 Closed
WWM
3362
Wiser Wealth Management
Georgia
-$205K -621 Closed
WDG
3363
Wealth Dimensions Group
Ohio
-$205K -620 Closed
SHFP
3364
Second Half Financial Partners
Florida
-$204K -619 Closed
WF
3365
Whelan Financial
California
-$204K -617 Closed
BCM
3366
BluePath Capital Management
Georgia
-$203K -616 Closed
WA
3367
Win Advisors
Florida
-$203K -615 Closed
LFP
3368
Lakeshore Financial Planning
Michigan
-$203K -614 Closed
TWM
3369
TriaGen Wealth Management
California
-$202K -613 Closed
SW
3370
SkyOak Wealth
Michigan
-$202K -612 Closed
LC
3371
Lawood & Co
Pennsylvania
-$202K -611 Closed
AFAS
3372
Acorn Financial Advisory Services
Virginia
-$201K -610 Closed
CWMGO
3373
Capstone Wealth Management Group (Oregon)
Oregon
-$201K -609 Closed
HW
3374
HORAN Wealth
Ohio
-$201K -608 Closed
LBC
3375
Leigh Baldwin & Co
New York
-$201K -608 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.