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UnitedHealth

2,997 hedge funds and large institutions have $203B invested in UnitedHealth in 2026 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 1,179 increasing their positions, 1,379 reducing their positions, and 396 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

18% less capital invested

Capital invested by funds: $248B → $203B (-$45.5B)

36% less funds holding in top 10

Funds holding in top 10: 7850 (-28)

53% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 396

Holders
2,997
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.6B
Puts
$14.8B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
901
Hennion & Walsh Asset Management
New Jersey
$3.99M
HW
902
Hancock Whitney
Mississippi
$3.94M
SPC
903
Sigma Planning Corp
Michigan
$3.93M
HIP
904
HUB Investment Partners
Texas
$3.91M
CWMK
905
Caliber Wealth Management (Kansas)
Kansas
$3.9M
GIA
906
GHP Investment Advisors
Colorado
$3.9M
FRA
907
Frank Rimerman Advisors
California
$3.89M
VCA
908
Verdence Capital Advisors
Maryland
$3.88M
MWM
909
Meridian Wealth Management
Kentucky
$3.88M
FA
910
Fiduciary Alliance
South Carolina
$3.85M
AM
911
AGF Management
Ontario, Canada
$3.85M
PA
912
Profund Advisors
Maryland
$3.83M
SDWIA
913
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.82M
CA
914
Clearstead Advisors
Ohio
$3.81M
T
915
TOBAM
France
$3.81M
CHAM
916
Clear Harbor Asset Management
Connecticut
$3.79M
RWM
917
Ritholtz Wealth Management
New York
$3.78M
MFS
918
Mattson Financial Services
Michigan
$3.77M
ANTB
919
AMG National Trust Bank
Colorado
$3.77M
VNT
920
Vanguard National Trust
Pennsylvania
$3.76M
MHS
921
M Holdings Securities
Oregon
$3.75M
PIMJS
922
PKO Investment Management Joint-Stock
Poland
$3.73M
WWM
923
Western Wealth Management
Colorado
$3.73M
BBWA
924
Bell & Brown Wealth Advisors
California
$3.72M
ERIC
925
Eagle Rock Investment Company
Georgia
$3.72M