We are live on ! Find out more
UNH icon

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
EPW
1001
Evolve Private Wealth
California
$3.02M +$467K +1,567 +16%
ACM
1002
Aurdan Capital Management
Pennsylvania
$3.02M -$6.55K -22 -0.2%
AIM
1003
Acropolis Investment Management
Missouri
$3.02M -$389K -1,306 -10%
PL
1004
Plancorp LLC
Missouri
$3.01M -$74.5K -250 -2%
BMWM
1005
Brown Miller Wealth Management
Virginia
$2.99M +$201K +676 +7%
NO
1006
Ninety One
South Africa
$2.99M +$3.32M +11,142 New
AA
1007
ALPS Advisors
Colorado
$2.99M -$238K -799 -7%
CPBTD
1008
Central Pacific Bank - Trust Division
Hawaii
$2.99M +$73.9K +248 +2%
MW
1009
Maia Wealth
Colorado
$2.98M +$705K +2,367 +27%
PA
1010
Procyon Advisors
Connecticut
$2.97M -$162K -544 -5%
BRWA
1011
B. Riley Wealth Advisors
Florida
$2.96M -$1.09M -3,661 -24%
CT
1012
Coastline Trust
Rhode Island
$2.95M -$20.8K -70 -0.6%
NAAA
1013
New Age Alpha Advisors
New York
$2.93M -$6.92M -23,247 -68%
FGA
1014
Fortis Group Advisors
New Jersey
$2.93M -$767K -2,575 -25%
NICM
1015
Neo Ivy Capital Management
New York
$2.91M +$774K +2,599 +32%
PI
1016
PFG Investments
New York
$2.9M -$349K -1,173 -10%
GMA
1017
Glassy Mountain Advisors
Maryland
$2.9M +$197K +662 +7%
LAM
1018
Lountzis Asset Management
Pennsylvania
$2.89M -$3.57K -12 -0.1%
CWM
1019
Calamos Wealth Management
Illinois
$2.86M -$367K -1,231 -10%
PH
1020
Pinnacle Holdings
Oklahoma
$2.86M +$380K +1,275 +14%
RIL
1021
Rothschild Investment LLC
Illinois
$2.85M -$170K -570 -5%
WJWM
1022
Williams Jones Wealth Management
New York
$2.84M -$99.5K -334 -3%
FDP
1023
Financiere des Professionnels
Quebec, Canada
$2.84M +$2.91M +9,755 +1,309%
CRI
1024
Commonwealth Retirement Investments
Virginia
$2.84M +$480K +1,613 +18%
PVI
1025
Pine Valley Investments
New Jersey
$2.84M -$370K -1,241 -11%