We are live on ! Find out more
UNH icon

UnitedHealth

3,018 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, 1,188 increasing their positions, 1,390 reducing their positions, and 398 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: 3,2933,018 (-275)

15% less repeat investments, than reductions

Existing positions increased: 1,188 | Existing positions reduced: 1,390

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: 189 | Existing positions closed: 398

Holders
3,018
Holders Change
-275
Holders Change %
-8.35%
% of All Funds
37.18%
Holding in Top 10
50
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-35.9%
% of All Funds
0.62%
New
189
Increased
1,188
Reduced
1,390
Closed
398
Calls
$15.6B
Puts
$14.8B
Net Calls
+$770M
Net Calls Change
-$2.56B
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
3351
Investment Advisory Services
Texas
-$207K -626 Closed
MPW
3352
MGO Private Wealth
California
-$207K -626 Closed
SFG
3353
Southern Financial Group
Alabama
-$206K -623 Closed
WP
3354
Westmount Partners
California
-$205K -621 Closed
WWM
3355
Wiser Wealth Management
Georgia
-$205K -621 Closed
WDG
3356
Wealth Dimensions Group
Ohio
-$205K -620 Closed
SHFP
3357
Second Half Financial Partners
Florida
-$204K -619 Closed
WF
3358
Whelan Financial
California
-$204K -617 Closed
BCM
3359
BluePath Capital Management
Georgia
-$203K -616 Closed
WA
3360
Win Advisors
Florida
-$203K -615 Closed
LFP
3361
Lakeshore Financial Planning
Michigan
-$203K -614 Closed
TWM
3362
TriaGen Wealth Management
California
-$202K -613 Closed
SW
3363
SkyOak Wealth
Michigan
-$202K -612 Closed
LC
3364
Lawood & Co
Pennsylvania
-$202K -611 Closed
AFAS
3365
Acorn Financial Advisory Services
Virginia
-$201K -610 Closed
CWMGO
3366
Capstone Wealth Management Group (Oregon)
Oregon
-$201K -609 Closed
HW
3367
HORAN Wealth
Ohio
-$201K -608 Closed
LBC
3368
Leigh Baldwin & Co
New York
-$201K -608 Closed
CFP
3369
Curran Financial Partners
South Carolina
-$200K -607 Closed
BFO
3370
Biltmore Family Office
North Carolina
-$200K -606 Closed
NWWA
3371
New Wave Wealth Advisors
Arkansas
-$188K -570 Closed
CFGA
3372
Cambridge Financial Group (Arizona)
Arizona
-$274K -543 Closed
DWA
3373
Dougherty Wealth Advisers
Minnesota
-$168K -510 Closed
E
3374
Entelevest
Florida
-$157K -477 Closed
GWS
3375
Greykasell Wealth Strategies
California
-$150K -453 Closed