We are live on ! Find out more
UNH icon

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
LFAS
501
Level Four Advisory Services
Texas
$14.8M +$4.31M +14,483 +36%
SFA
502
Sequoia Financial Advisors
Ohio
$14.6M -$1.07M -3,600 -6%
TMAM
503
Tokio Marine Asset Management
Japan
$14.6M -$3.88M -13,035 -19%
AIM
504
Achmea Investment Management
Netherlands
$14.5M -$9.06M -30,409 -36%
B
505
Bailard
California
$14.4M -$2.03M -6,827 -11%
SH
506
Spear Holdings
United Arab Emirates
$14.3M +$15.8M +53,006 New
PO
507
PBCay One
United Arab Emirates
$14.3M +$15.8M +53,005 New
RSCM
508
Rock Springs Capital Management
Maryland
$14.3M +$3.63M +12,200 +30%
DT
509
Diversified Trust
Tennessee
$14.3M +$1.59M +5,333 +11%
FLII
510
First Long Island Investors
New York
$14.2M -$170K -571 -1%
AMBIA
511
Allen Mooney & Barnes Investment Advisors
Georgia
$14.1M +$672K +2,258 +5%
HIMCH
512
Hartford Investment Management Co (HIMCO)
Connecticut
$14M -$214K -719 -1%
BDLIB
513
Banque de Luxembourg Investments (BLI)
Luxembourg
$13.9M
CCM
514
Cohen Capital Management
California
$13.7M +$19.7K +66 +0.1%
ISS
515
Intesa Sanpaolo SpA.
Italy
$13.6M +$1.22M +4,093 +9%
HNB
516
Huntington National Bank
Ohio
$13.5M -$1.03M -3,454 -6%
UF
517
Univest Financial
Pennsylvania
$13.4M +$4.72M +15,837 +47%
CM
518
Caption Management
Oklahoma
$13.4M +$4.61M +15,470 +46%
HWM
519
HB Wealth Management
Georgia
$13.3M +$508K +1,705 +4%
EH
520
Equitable Holdings
New York
$13.3M +$3.49M +11,715 +39%
FFM
521
Fisher Funds Management
New Zealand
$13.2M
ONB
522
Old National Bancorp
Indiana
$13.1M +$334K +1,121 +2%
DOA
523
D'Orazio & Associates
Virginia
$13.1M -$124K -417 -0.9%
FC
524
FORA Capital
Florida
$13.1M +$14.4M +48,314 New
FT
525
Fiduciary Trust
Massachusetts
$13M -$2.42M -8,141 -14%

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.