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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
RDWM
751
Red Door Wealth Management
Tennessee
$6.1M +$351K +1,180 +6%
LM
752
Lincluden Management
Ontario, Canada
$6.1M +$2.82M +9,456 +72%
FAB
753
First American Bank
Illinois
$6.08M -$105K -351 -2%
MGIA
754
Moneta Group Investment Advisors
Missouri
$6.05M +$307K +1,030 +5%
GBA
755
Garrison Bradford & Associates
New York
$6.01M -$462K -1,550 -7%
Envestnet Portfolio Solutions
756
Envestnet Portfolio Solutions
Illinois
$5.98M -$20.6M -69,034 -76%
FFA
757
Farther Finance Advisors
California
$5.96M +$203K +682 +3%
GCA
758
Greenwood Capital Associates
South Carolina
$5.96M +$2.15M +7,218 +49%
CG
759
Caprock Group
Idaho
$5.94M -$1.34M -4,491 -17%
WIM
760
WealthPlan Investment Management
Nebraska
$5.9M +$2.26M +7,591 +53%
AA
761
Ancora Advisors
Ohio
$5.89M +$328K +1,102 +5%
BCM
762
Bretton Capital Management
California
$5.87M
GI
763
GAMMA Investing
California
$5.87M +$911K +3,060 +16%
VLKIM
764
Van Lanschot Kempen Investment Management
Netherlands
$5.85M -$426K -1,432 -6%
PA
765
Pinnacle Associates
New York
$5.84M -$3.64M -12,214 -36%
VIA
766
Victrix Investment Advisors
Florida
$5.84M +$1.02M +3,423 +19%
CCA
767
Checchi Capital Advisers
California
$5.77M +$194K +651 +3%
EGM
768
Engineers Gate Manager
New York
$5.77M -$3.8M -12,744 -37%
MPIM
769
McGinn Penninger Investment Management
Virginia
$5.76M -$353K -1,185 -5%
IAIM
770
International Assets Investment Management
Florida
$5.75M +$60.6M +203,498 +90%
IAA
771
Independent Advisor Alliance
North Carolina
$5.75M -$3.27M -10,997 -34%
BPWM
772
Badgley Phelps Wealth Managers
Washington
$5.75M -$3.6M -12,094 -36%
SFG
773
Sather Financial Group
Texas
$5.71M -$9.83K -33 -0.2%
PIM
774
Penobscot Investment Management
Massachusetts
$5.67M -$117K -392 -2%
TFA
775
Toth Financial Advisory
Virginia
$5.66M -$1.07M -3,587 -15%