We are live on ! Find out more
UNH icon

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
OC
626
Oppenheimer & Co
New York
$8.68M -$3.72M -12,492 -28%
6CM
627
683 Capital Management
New York
$8.66M -$3.87M -13,000 -29%
VI
628
Vestcor Inc
New Brunswick, Canada
$8.65M -$2.71M -9,095 -22%
KPWS
629
Kestra Private Wealth Services
Texas
$8.63M +$1.2M +4,044 +15%
VAS
630
Vestmark Advisory Solutions
Massachusetts
$8.6M +$2.52M +8,451 +36%
LNWTC
631
Laird Norton Wetherby Trust Company
Washington
$8.56M -$1.27M -4,264 -12%
WA
632
Waverly Advisors
Alabama
$8.55M +$706K +2,370 +8%
LOPW
633
Live Oak Private Wealth
North Carolina
$8.5M +$5.96K +20 +0.1%
WIA
634
World Investment Advisors
California
$8.5M -$4.36M -14,648 -32%
SWP
635
Stratos Wealth Partners
Ohio
$8.41M -$577K -1,936 -6%
VCM
636
Violich Capital Management
California
$8.39M +$206K +692 +2%
IWA
637
Icon Wealth Advisors
Texas
$8.37M +$1.67M +5,620 +33%
WF
638
WoodTrust Financial
Wisconsin
$8.34M +$1.78M +5,969 +24%
EOJOAM
639
E. Ohman J:or Asset Management
Sweden
$8.33M -$387K -1,300 -4%
PIA
640
Petredis Investment Advisors
Pennsylvania
$8.25M -$78K -262 -0.9%
AF
641
Alerus Financial
North Dakota
$8.24M -$351K -1,180 -4%
BFG
642
Bleakley Financial Group
New Jersey
$8.23M -$3.36M -11,287 -27%
AG
643
AlTi Global
New York
$8.22M +$4.44M +14,916 +106%
SIA
644
Soltis Investment Advisors
Utah
$8.18M +$622K +2,088 +7%
FNFDCM
645
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.15M -$42.6K -143 -0.5%
AF
646
Ally Financial
Michigan
$8.12M
MMRF
647
Michelson Medical Research Foundation
California
$8.12M
SFWA
648
Summit Financial Wealth Advisors
Louisiana
$8.09M +$7.51M +25,210 +537%
CWM
649
Centric Wealth Management
Illinois
$8.06M -$443K -1,489 -6%
LA
650
LBP AM
France
$8.05M +$923K +3,099 +12%