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UnitedHealth

3,018 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,189 increasing their positions, 1,390 reducing their positions, and 398 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: 3,2943,018 (-276)

14% less repeat investments, than reductions

Existing positions increased: 1,189 | Existing positions reduced: 1,390

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: 188 | Existing positions closed: 398

Holders
3,018
Holders Change
-276
Holders Change %
-8.38%
% of All Funds
37.17%
Holding in Top 10
50
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-35.9%
% of All Funds
0.62%
New
188
Increased
1,189
Reduced
1,390
Closed
398
Calls
$15.6B
Puts
$14.8B
Net Calls
+$770M
Net Calls Change
-$2.56B
Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
576
Marks Group Wealth Management
Minnesota
$10.8M -$2.41M -8,094 -17%
DWM
577
Diversify Wealth Management
Utah
$10.6M +$4.87M +16,360 +133%
MCM
578
Mattern Capital Management
Colorado
$10.5M +$3.77M +12,654 +48%
JWM
579
JPL Wealth Management
Colorado
$10.5M -$1.88M -6,308 -14%
XT
580
XTX Topco
Cayman Islands
$10.4M +$10.2M +34,186 +789%
CA
581
Callahan Advisors
Texas
$10.4M -$2.69M -9,038 -19%
MGP
582
Metis Global Partners
California
$10.3M -$365K -1,226 -3%
NAS
583
NWF Advisory Services
California
$10.3M +$3.7M +12,424 +48%
RG
584
Rathbones Group
United Kingdom
$10.3M -$1.41M -4,731 -11%
GIM
585
Generate Investment Management
New Zealand
$10.2M -$9.08M -30,481 -45%
WG
586
Winton Group
United Kingdom
$10.1M +$10.5M +35,211 +1,811%
HI
587
Horizon Investments
North Carolina
$10M -$107K -359 -1%
PFM
588
Premier Fund Managers
United Kingdom
$9.99M -$2.72M -9,132 -19%
NW
589
NewEdge Wealth
Pennsylvania
$9.96M +$456K +1,530 +4%
KLWA
590
Kelly Lawrence W & Associates
California
$9.89M -$593K -1,990 -5%
SCA
591
Stonebridge Capital Advisors
Minnesota
$9.86M +$2.13M +7,160 +24%
SGA
592
Sector Gamma AS
Norway
$9.86M +$10.9M +36,435 New
ALMGDA
593
AG2R La Mondiale Gestion d'Actifs
France
$9.86M +$113K +380 +1%
WB
594
WesBanco Bank
West Virginia
$9.79M -$7.88M -26,451 -42%
ET
595
Equitable Trust
Tennessee
$9.78M -$17.9K -60 -0.2%
WT
596
Whittier Trust
California
$9.74M -$1.15M -3,864 -10%
OCBCO
597
Oversea-Chinese Banking Corp (OCBC)
Singapore
$9.64M -$14.1M -47,477 -57%
WEO
598
William E. Oberndorf
$9.62M
CCM
599
Coldstream Capital Management
Washington
$9.56M +$4.15M +13,921 +65%
WTB
600
Washington Trust Bank
Washington
$9.52M +$1.74M +5,854 +20%