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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
MAM
3401
Marquette Asset Management
Minnesota
-$33K -100 Closed
XC
3402
XY Capital
Hong Kong
-$27.7K -84 Closed
FIM
3403
FWL Investment Management
Texas
-$25.1K -76 Closed
CW
3404
CrossGen Wealth
North Carolina
-$19.8K -60 Closed
MFG
3405
Mendota Financial Group
Wisconsin
-$19.8K -60 Closed
EI
3406
eCIO Inc
Wisconsin
-$18.8K -57 Closed
NWM
3407
Navigoe Wealth Management
California
-$17K -54 Closed
MCM
3408
MidAtlantic Capital Management
Virginia
-$16.2K -49 Closed
EPG
3409
Estate Planners Group
Pennsylvania
-$12.5K -38 Closed
IUHSA
3410
Itau Unibanco Holding S.A.
Brazil
-$10.9K -33 Closed
LFASL
3411
Lugano Financial Advisors SA (LFA)
Switzerland
-$10.9K -33 Closed
CI
3412
Clal Insurance
Israel
-$10K -31 Closed
CFS
3413
Compass Financial Services
Iowa
-$10.2K -31 Closed
WW
3414
Winnow Wealth
Texas
-$9.6K -29 Closed
MWA
3415
Miller Wealth Advisors
Colorado
-$8.25K -25 Closed
T2I
3416
Turim 21 Investimentos
Brazil
-$7.92K -24 Closed
LC
3417
Luminist Capital
Michigan
-$6.6K -20 Closed
WCM
3418
Westend Capital Management
California
-$6.27K -19 Closed
CWM
3419
Cedar Wealth Management
California
-$5.72K -17 Closed
LIA
3420
Luken Investment Analytics
Tennessee
-$4.62K -14 Closed
CCMW
3421
Cypress Capital Management (Wyoming)
Wyoming
-$1.98K -6 Closed
BGWM
3422
Bridge Generations Wealth Management
Florida
-$1.32K -4 Closed
FS
3423
Financially Speaking
Colorado
-$1.32K -4 Closed
AAG
3424
Accordant Advisory Group
Maryland
-$661 -2 Closed
BWM
3425
Benson Wealth Management
Tennessee
-$660 -2 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.