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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
RRA
1076
Round Rock Advisors
Connecticut
$2.53M
NB
1077
Nicolet Bankshares
Wisconsin
$2.53M
SCM
1078
Saber Capital Management
North Carolina
$2.52M
ECM
1079
Estabrook Capital Management
New York
$2.52M
DM
1080
Diversified Management
Wisconsin
$2.52M
PWM
1081
Perigon Wealth Management
California
$2.51M
TSS
1082
Two Sigma Securities
New York
$2.51M
SC
1083
Syon Capital
California
$2.5M
TYCC
1084
Texas Yale Capital Corp
Florida
$2.5M
AF
1085
Aviso Financial
Ontario, Canada
$2.48M
PCM
1086
Poehling Capital Management
Wisconsin
$2.48M
MAM
1087
Milestone Asset Management
Pennsylvania
$2.47M
AFCM
1088
Applied Finance Capital Management
Puerto Rico
$2.45M
CP
1089
Cornerstone Planning
North Carolina
$2.44M
Koshinski Asset Management
1090
Koshinski Asset Management
Illinois
$2.43M
MAG
1091
Meadowbrook Advisors Group
New Jersey
$2.43M
PAS
1092
Parsonex Advisory Services
Colorado
$2.43M
AWA
1093
Aaron Wealth Advisors
Illinois
$2.42M
MWM
1094
Modera Wealth Management
New Jersey
$2.41M
BOCM
1095
Bontempo Ohly Capital Management
Maryland
$2.41M
FMB
1096
Field & Main Bank
Kentucky
$2.41M
KA
1097
Kerrisdale Advisers
Florida
$2.39M
VWA
1098
Visionary Wealth Advisors
Illinois
$2.39M
FAM
1099
Fulcrum Asset Management
United Kingdom
$2.38M
KWA
1100
Kingswood Wealth Advisors
California
$2.38M