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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
SWASL
676
Spartan Wealth Advisory Services LLC
Michigan
$7.44M +$8.19M +27,514 New
RCM
677
Redwood Capital Management
New York
$7.44M
ST
678
Spinnaker Trust
Maine
$7.44M +$174K +584 +2%
NSAM
679
North Star Asset Management
Wisconsin
$7.4M +$323K +1,083 +4%
BHWA
680
Beacon Harbor Wealth Advisors
Virginia
$7.39M +$4.81M +16,139 +144%
TRCT
681
Tower Research Capital (TRC)
New York
$7.39M -$5.74M -19,278 -41%
PFU
682
Parus Finance (UK)
United Kingdom
$7.32M -$316K -1,061 -4%
QT
683
Quantbot Technologies
New York
$7.31M +$6.21M +20,840 +337%
CIA
684
Concurrent Investment Advisors
Florida
$7.3M -$901K -3,026 -10%
PAIM
685
Punch & Associates Investment Management
Minnesota
$7.29M -$1.12M -3,769 -12%
PWP
686
Principle Wealth Partners
Connecticut
$7.27M +$2.74M +9,186 +52%
PCIA
687
Prime Capital Investment Advisors
Kansas
$7.22M -$574K -1,928 -7%
AAS
688
Annex Advisory Services
Wisconsin
$7.15M +$189K +636 +2%
FCH
689
Freestone Capital Holdings
Washington
$7.15M +$120K +402 +2%
NDSIB
690
North Dakota State Investment Board
North Dakota
$7.13M -$1.44M -4,845 -16%
SF
691
Summit Financial
New Jersey
$7.11M +$1.58M +5,320 +25%
AUB
692
Atlantic Union Bankshares
Virginia
$7.11M -$400K -1,342 -5%
LGF
693
LGT Group Foundation
Liechtenstein
$7.08M -$810K -2,720 -9%
SC
694
Savant Capital
Illinois
$7.07M -$222K -744 -3%
HTHT
695
Hemenway Trust Hemenway Trust
New Hampshire
$7.07M -$7.78M -26,114 -50%
MCP
696
Mirador Capital Partners
California
$7.07M +$347K +1,166 +5%
TCIIS
697
TIAA-CREF Individual & Institutional Services
New York
$7.05M +$7.76M +26,050 New
OPCM
698
Osborne Partners Capital Management
California
$7.04M +$299K +1,005 +4%
CSUI
699
Cincinnati Specialty Underwriters Insurance
Ohio
$7.04M +$7.74M +26,000 New
QCM
700
Qsemble Capital Management
New York
$7.03M +$4.65M +15,613 +151%