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UnitedHealth

2,997 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 1,179 increasing their positions, 1,379 reducing their positions, and 396 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

18% less capital invested

Capital invested by funds: $248B → $203B (-$45.5B)

36% less funds holding in top 10

Funds holding in top 10: 7850 (-28)

53% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 396

Holders
2,997
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.6B
Puts
$14.8B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VI
626
Vestcor Inc
New Brunswick, Canada
$8.65M
KPWS
627
Kestra Private Wealth Services
Texas
$8.63M
VAS
628
Vestmark Advisory Solutions
Massachusetts
$8.6M
LNWTC
629
Laird Norton Wetherby Trust Company
Washington
$8.56M
WA
630
Waverly Advisors
Alabama
$8.55M
LOPW
631
Live Oak Private Wealth
North Carolina
$8.5M
WIA
632
World Investment Advisors
California
$8.5M
SWP
633
Stratos Wealth Partners
Ohio
$8.41M
VCM
634
Violich Capital Management
California
$8.39M
IWA
635
Icon Wealth Advisors
Texas
$8.37M
WF
636
WoodTrust Financial
Wisconsin
$8.34M
EOJOAM
637
E. Ohman J:or Asset Management
Sweden
$8.33M
PIA
638
Petredis Investment Advisors
Pennsylvania
$8.25M
AF
639
Alerus Financial
North Dakota
$8.24M
BFG
640
Bleakley Financial Group
New Jersey
$8.23M
AG
641
AlTi Global
New York
$8.22M
SIA
642
Soltis Investment Advisors
Utah
$8.18M
FNFDCM
643
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.15M
AF
644
Ally Financial
Michigan
$8.12M
MMRF
645
Michelson Medical Research Foundation
California
$8.12M
SFWA
646
Summit Financial Wealth Advisors
Louisiana
$8.09M
CWM
647
Centric Wealth Management
Illinois
$8.06M
LA
648
LBP AM
France
$8.05M
GFP
649
Gryphon Financial Partners
Ohio
$8.05M
IWC
650
Integrated Wealth Concepts
Massachusetts
$8.01M