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UnitedHealth

3,364 hedge funds and large institutions have $324B invested in UnitedHealth in 2026 Q2 according to their latest regulatory filings, with 524 funds opening new positions, 1,301 increasing their positions, 1,254 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more first-time investments, than exits

New positions opened: 524 | Existing positions closed: 140

84% more funds holding in top 10

Funds holding in top 10: 5194 (+43)

60% more capital invested

Capital invested by funds: $203B → $324B (+$121B)

11% more call options, than puts

Call options by funds: $19.1B | Put options by funds: $17.2B

11% more funds holding

Funds holding: 3,0403,364 (+324)

3.87% more ownership

Funds ownership: 82.42%86.29% (+3.9%)

4% more repeat investments, than reductions

Existing positions increased: 1,301 | Existing positions reduced: 1,254

Holders
3,364
Holders Change
+324
Holders Change %
+10.66%
% of All Funds
40.63%
Holding in Top 10
94
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+84.31%
% of All Funds
1.14%
New
524
Increased
1,301
Reduced
1,254
Closed
140
Calls
$19.1B
Puts
$17.2B
Net Calls
+$1.97B
Net Calls Change
+$1.2B
Name Holding Trade Value Shares
Change
Change in
Stake
FFL
3476
Financial Freedom LLC
Ohio
-$120K -442 Closed
CNBT
3477
Cornerstone National Bank & Trust
Illinois
-$110K -400 Closed
WPA
3478
Wealth Preservation Advisors
Tennessee
-$91.7K -339 Closed
TGY2IT
3479
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$86.6K -320 Closed
TLFA
3480
True Link Financial Advisors
California
-$72.2K -267 Closed
BOJHT
3481
Bank of Jackson Hole Trust
Wyoming
-$67.1K -248 Closed
UBP
3482
Union Bancaire Privee
Switzerland
-$41.7K -210 Closed
CFG
3483
Clayton Financial Group
Missouri
-$48.7K -180 Closed
SA
3484
Scarborough Advisors
Maryland
-$39.8K -147 Closed
GWSA
3485
Global Wealth Strategies & Associates
Colorado
-$37.9K -140 Closed
EA
3486
Evergreen Advisors
Tennessee
-$33.3K -123 Closed
MWA
3487
Merkkuri Wealth Advisors
New York
-$33.2K -123 Closed
CIR
3488
Clear Investment Research
Georgia
-$31.2K -115 Closed
ICCON
3489
Investment Counsel Company of Nevada
Nevada
-$28.7K -106 Closed
SC
3490
SMA Capital
New York
-$20.8K -77 Closed
DI
3491
DAGCO Inc
Ohio
-$19.2K -71 Closed
FWA
3492
Flagship Wealth Advisors
Massachusetts
-$20.6K -66 Closed
WOSD
3493
WFA of San Diego
California
-$14.1K -52 Closed
PL
3494
Protective Life
Alabama
-$11.1K -41 Closed
BCM
3495
Basso Capital Management
Connecticut
-$9.74K -36 Closed
CW
3496
Curio Wealth
Maryland
-$9.36K -35 Closed
WFA
3497
Wedbush Fund Advisers
California
-$9.47K -35 Closed
FMTCOCP
3498
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$7K -25 Closed
BGC
3499
Beutel, Goodman & Co
Ontario, Canada
-$4K -18 Closed
GAG
3500
Goodman Advisory Group
Massachusetts
-$4.87K -18 Closed

UNH Hedge Fund Activity: Q2 2026 in Review

3,364 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q2 2026, worth a combined $324B — up 60% from $203B a quarter earlier.

Buyers outnumbered sellers: 524 funds opened new UNH positions and 140 closed out — a net gain of 384 holders — while 1,301 added to existing stakes and 1,254 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $5.92B. The largest seller was Capital Research Global Investors, cutting an estimated $2.44B.

  • 3,364 institutional investors held UnitedHealth (UNH) as of Q2 2026, up from 3,040 in Q1 2026.
  • Funds reported $324B of UnitedHealth stock for Q2 2026, up 60% quarter-over-quarter.
  • 524 funds opened new UnitedHealth positions in Q2 2026 and 140 closed out, a net change of +384 holders.
  • The largest UnitedHealth buyer in Q2 2026 was Fidelity Investments, an estimated $5.92B added.
  • The largest UnitedHealth seller in Q2 2026 was Capital Research Global Investors, an estimated $2.44B sold.

Based on aggregated 13F filings for Q2 2026.