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UnitedHealth

3,017 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, 1,186 increasing their positions, 1,391 reducing their positions, and 398 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: 189 | Existing positions closed: 398

Holders
3,017
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
MPW
3351
MGO Private Wealth
California
SFG
3352
Southern Financial Group
Alabama
WP
3353
Westmount Partners
California
WWM
3354
Wiser Wealth Management
Georgia
WDG
3355
Wealth Dimensions Group
Ohio
SHFP
3356
Second Half Financial Partners
Florida
WF
3357
Whelan Financial
California
BCM
3358
BluePath Capital Management
Georgia
WA
3359
Win Advisors
Florida
LFP
3360
Lakeshore Financial Planning
Michigan
TWM
3361
TriaGen Wealth Management
California
SW
3362
SkyOak Wealth
Michigan
LC
3363
Lawood & Co
Pennsylvania
AFAS
3364
Acorn Financial Advisory Services
Virginia
CWMGO
3365
Capstone Wealth Management Group (Oregon)
Oregon
HW
3366
HORAN Wealth
Ohio
LBC
3367
Leigh Baldwin & Co
New York
CFP
3368
Curran Financial Partners
South Carolina
BFO
3369
Biltmore Family Office
North Carolina
NWWA
3370
New Wave Wealth Advisors
Arkansas
CFGA
3371
Cambridge Financial Group (Arizona)
Arizona
DWA
3372
Dougherty Wealth Advisers
Minnesota
E
3373
Entelevest
Florida
GWS
3374
Greykasell Wealth Strategies
California
GWM
3375
Greenline Wealth Management
Florida