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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
BHA
951
Beech Hill Advisors
New York
$3.41M
TM
952
Taproot Management
New York
$3.41M
JA
953
JLB & Associates
Michigan
$3.4M
PCM
954
Palouse Capital Management
Washington
$3.4M
LA
955
LexAurum Advisors
Kansas
$3.4M
LPT
956
Legacy Private Trust
Wisconsin
$3.39M
WANY
957
Wealthspire Advisors (New York)
New York
$3.39M
GW
958
Griffith & Werner
Georgia
$3.38M
M
959
MATAURO
New York
$3.37M
LFP
960
Leeward Financial Partners
Washington
$3.36M
JRP
961
Jasper Ridge Partners
California
$3.35M
IC
962
Immersion Capital
United Kingdom
$3.34M
SW
963
Simplicity Wealth
New Jersey
$3.34M
DJSG
964
D.J. St. Germain
Massachusetts
$3.33M
KF
965
KKM Financial
Illinois
$3.32M
CIAS
966
Capital Investment Advisory Services
North Carolina
$3.32M
Kayne Anderson Rudnick Investment Management
967
Kayne Anderson Rudnick Investment Management
California
$3.3M
HSA
968
HBK Sorce Advisory
Pennsylvania
$3.29M
ACM
969
Aljian Capital Management
Nevada
$3.29M
VPI
970
Value Partners Investments
Manitoba, Canada
$3.28M
RWM
971
Rench Wealth Management
Texas
$3.28M
NGA
972
Naples Global Advisors
Florida
$3.27M
SIC
973
Sigma Investment Counselors
Michigan
$3.26M
MCB
974
Morton Community Bank
Illinois
$3.25M
CGH
975
Crossmark Global Holdings
Texas
$3.23M