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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 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: 3,2953,018 (-277)

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: 399

Holders
3,018
Holders Change
-277
Holders Change %
-8.41%
% of All Funds
37.15%
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
399
Calls
$15.6B
Puts
$14.8B
Net Calls
+$770M
Net Calls Change
-$2.56B
Name Holding Trade Value Shares
Change
Change in
Stake
KCPT
901
Kingstone Capital Partners Texas
Texas
$4M -$73.6K -247 -2%
WPC
902
Wedmont Private Capital
Pennsylvania
$3.99M -$581K -1,951 -13%
MWM
903
Mission Wealth Management
California
$3.99M -$120K -402 -3%
HWAM
904
Hennion & Walsh Asset Management
New Jersey
$3.99M +$172K +577 +4%
HW
905
Hancock Whitney
Mississippi
$3.94M -$71.8K -241 -2%
SPC
906
Sigma Planning Corp
Michigan
$3.93M -$177K -593 -4%
HIP
907
HUB Investment Partners
Texas
$3.91M -$1.34M -4,496 -24%
CWMK
908
Caliber Wealth Management (Kansas)
Kansas
$3.9M +$315K +1,059 +8%
GIA
909
GHP Investment Advisors
Colorado
$3.9M -$81K -272 -2%
FRA
910
Frank Rimerman Advisors
California
$3.89M +$87K +292 +2%
VCA
911
Verdence Capital Advisors
Maryland
$3.88M +$1.25M +4,185 +41%
MWM
912
Meridian Wealth Management
Kentucky
$3.88M -$506K -1,699 -11%
FA
913
Fiduciary Alliance
South Carolina
$3.85M -$71.8K -241 -2%
AM
914
AGF Management
Ontario, Canada
$3.85M -$838K -2,813 -17%
PA
915
Profund Advisors
Maryland
$3.83M -$1.38M -4,648 -25%
SDWIA
916
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.82M -$298 -1 -0%
CA
917
Clearstead Advisors
Ohio
$3.81M -$968K -3,250 -19%
T
918
TOBAM
France
$3.81M -$2.32M -7,799 -36%
CHAM
919
Clear Harbor Asset Management
Connecticut
$3.79M +$498K +1,673 +14%
RWM
920
Ritholtz Wealth Management
New York
$3.78M -$1.65M -5,526 -28%
MFS
921
Mattson Financial Services
Michigan
$3.77M +$308K +1,034 +8%
ANTB
922
AMG National Trust Bank
Colorado
$3.77M -$122K -411 -3%
VNT
923
Vanguard National Trust
Pennsylvania
$3.76M +$4.14M +13,889 New
MHS
924
M Holdings Securities
Oregon
$3.75M +$2.99M +10,043 New
PIMJS
925
PKO Investment Management Joint-Stock
Poland
$3.73M -$476K -1,600 -10%