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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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$592M -$75.2M -252,456 -10%
DAM
52
Diamant Asset Management
Connecticut
$570M +$169M +567,422 +26,148%
VGA
53
Vanguard Global Advisers
Pennsylvania
$542M +$597M +2,003,101 New
SG Americas Securities
54
SG Americas Securities
New York
$530M +$78.9M +264,997 +16%
National Pension Service
55
National Pension Service
South Korea
$527M +$8.01M +26,907 +1%
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$522M +$140M +469,187 +32%
MA
57
Marshfield Associates
District of Columbia
$512M +$69.2M +232,202 +14%
VAM
58
Veritas Asset Management
United Kingdom
$509M -$194M -650,560 -26%
VAM
59
Vanguard Asset Management
$495M +$544M +1,828,244 New
FCM
60
Farallon Capital Management
California
$493M +$66.4M +222,800 +14%
Hotchkis & Wiley Capital Management
61
Hotchkis & Wiley Capital Management
California
$479M +$92M +308,855 +21%
Two Sigma Investments
62
Two Sigma Investments
New York
$460M +$499M +1,675,905 +6,899%
Jane Street
63
Jane Street
New York
$446M -$542M -1,819,157 -52%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$439M +$81.2M +272,697 +20%
Fayez Sarofim & Co
65
Fayez Sarofim & Co
Texas
$434M +$14.8M +49,627 +3%
Citadel Advisors
66
Citadel Advisors
Florida
$417M -$413M -1,386,011 -47%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$415M -$34M -114,090 -7%
Citigroup
68
Citigroup
New York
$411M +$96.8M +325,195 +27%
Ensign Peak Advisors
69
Ensign Peak Advisors
Utah
$402M -$52.6M -176,668 -11%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$395M -$14.5M -48,773 -3%
Marshall Wace
71
Marshall Wace
United Kingdom
$382M -$87.5M -293,804 -17%
Toronto Dominion Bank
72
Toronto Dominion Bank
Ontario, Canada
$379M +$205M +689,698 +97%
CBU
73
CIBC Bancorp USA
Illinois
$373M +$411M +1,378,963 New
Principal Financial Group
74
Principal Financial Group
Iowa
$368M -$3.45M -11,597 -0.8%
Millennium Management
75
Millennium Management
New York
$367M +$1.64M +5,499 +0.4%

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.