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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
BMWM
1001
Brown Miller Wealth Management
Virginia
$2.99M
NO
1002
Ninety One
South Africa
$2.99M
AA
1003
ALPS Advisors
Colorado
$2.99M
CPBTD
1004
Central Pacific Bank - Trust Division
Hawaii
$2.99M
MW
1005
Maia Wealth
Colorado
$2.98M
PA
1006
Procyon Advisors
Connecticut
$2.97M
BRWA
1007
B. Riley Wealth Advisors
Florida
$2.96M
CT
1008
Coastline Trust
Rhode Island
$2.95M
NAAA
1009
New Age Alpha Advisors
New York
$2.93M
FGA
1010
Fortis Group Advisors
New Jersey
$2.93M
NICM
1011
Neo Ivy Capital Management
New York
$2.91M
PI
1012
PFG Investments
New York
$2.9M
GMA
1013
Glassy Mountain Advisors
Maryland
$2.9M
LAM
1014
Lountzis Asset Management
Pennsylvania
$2.89M
CWM
1015
Calamos Wealth Management
Illinois
$2.86M
PH
1016
Pinnacle Holdings
Oklahoma
$2.86M
RIL
1017
Rothschild Investment LLC
Illinois
$2.85M
WJWM
1018
Williams Jones Wealth Management
New York
$2.84M
FDP
1019
Financiere des Professionnels
Quebec, Canada
$2.84M
CRI
1020
Commonwealth Retirement Investments
Virginia
$2.84M
KF
1021
Krilogy Financial
Missouri
$2.83M
EFM
1022
E Fund Management
China
$2.82M
MWAM
1023
Manhattan West Asset Management
California
$2.81M
ECM
1024
Elgethun Capital Management
South Dakota
$2.81M
TW
1025
TritonPoint Wealth
Maryland
$2.8M