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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
CFP
3376
Curran Financial Partners
South Carolina
-$200K -607 Closed
BFO
3377
Biltmore Family Office
North Carolina
-$200K -606 Closed
NWWA
3378
New Wave Wealth Advisors
Arkansas
-$188K -570 Closed
CFGA
3379
Cambridge Financial Group (Arizona)
Arizona
-$274K -543 Closed
DWA
3380
Dougherty Wealth Advisers
Minnesota
-$168K -510 Closed
E
3381
Entelevest
Florida
-$157K -477 Closed
GWS
3382
Greykasell Wealth Strategies
California
-$150K -453 Closed
GWM
3383
Greenline Wealth Management
Florida
-$118K -358 Closed
WWA
3384
Wealth Watch Advisors
Colorado
-$117K -354 Closed
GAFA
3385
Garton & Associates Financial Advisors
Kentucky
-$112K -339 Closed
PPA
3386
Pilgrim Partners Asia
Singapore
-$98.3K -330 Closed
A
3387
AlphaQuest
New York
-$103K -313 Closed
CIAS
3388
CBIZ Investment Advisory Services
Ohio
-$96.9K -294 Closed
WC
3389
Wexford Capital
Florida
-$96.7K -293 Closed
T
3390
TrustBank
Illinois
-$92.8K -281 Closed
CIA
3391
Cape Investment Advisory
Georgia
-$91.4K -277 Closed
OC
3392
Optima Capital
Oregon
-$90.3K -274 Closed
VWWMG
3393
Vermillion & White Wealth Management Group
Pennsylvania
-$71.7K -217 Closed
GAMC
3394
Garner Asset Management Corp
Texas
-$69.3K -210 Closed
PIM
3395
Platinum Investment Management
Australia
-$66.4K -201 Closed
HHMI
3396
Howard Hughes Medical Institute
Maryland
-$64.4K -195 Closed
CGA
3397
Compound Global Advisors
Washington
-$53.5K -162 Closed
QA
3398
Quattro Advisors
Pennsylvania
-$52K -158 Closed
TPBG
3399
Turning Point Benefit Group
Maryland
-$43.9K -133 Closed
BOTPPF
3400
Board of the Pension Protection Fund
United Kingdom
-$39.6K -120 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.