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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
WWM
926
Western Wealth Management
Colorado
$3.73M +$1.56M +5,232 +61%
BBWA
927
Bell & Brown Wealth Advisors
California
$3.72M +$3.58M +12,009 +684%
ERIC
928
Eagle Rock Investment Company
Georgia
$3.72M +$435K +1,460 +12%
AO
929
Allen Operations
New York
$3.69M
DAS
930
Dynamic Advisor Solutions
Arizona
$3.67M +$71.5K +240 +2%
VWM
931
Venturi Wealth Management
Texas
$3.66M -$1.43M -4,812 -26%
WC
932
Winmill & Co
New York
$3.65M -$886K -2,975 -18%
TC
933
Tejara Capital
United Kingdom
$3.65M +$834K +2,800 +26%
SC
934
Sepio Capital
Utah
$3.64M -$254K -852 -6%
PMWMG
935
Parr McKnight Wealth Management Group
Minnesota
$3.62M +$66.1K +222 +2%
GP
936
Guardian Partners
Canada
$3.59M -$1.29M -4,319 -25%
SWM
937
Scissortail Wealth Management
Oklahoma
$3.58M +$3.94M +13,241 New
NB
938
NBT Bank
New York
$3.57M -$156K -525 -4%
AWM
939
Axxcess Wealth Management
California
$3.57M -$1.7M -5,705 -30%
LW
940
Linscomb Wealth
Texas
$3.57M -$385K -1,292 -9%
SIG
941
Sky Investment Group
Connecticut
$3.54M -$155K -522 -4%
AAP
942
Arax Advisory Partners
Colorado
$3.53M -$2.09M -7,018 -35%
ETC
943
Exchange Traded Concepts
Oklahoma
$3.52M -$4.1M -13,778 -51%
SQA
944
Simon Quick Advisors
New Jersey
$3.52M +$3.1M +10,408 +401%
KFBMI
945
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.52M
RC
946
Roundview Capital
New Jersey
$3.52M -$1.48M -4,986 -28%
CCM
947
Collar Capital Management
Wisconsin
$3.49M +$93.2K +313 +2%
EAM
948
Exome Asset Management
New York
$3.48M +$2.09M +7,027 +120%
FHA
949
Flagship Harbor Advisors
Massachusetts
$3.48M +$471K +1,583 +14%
PCTC
950
Perkins Coie Trust Company
Washington
$3.46M +$11.3K +38 +0.3%