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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
CA
1201
CWC Advisors
Oregon
$1.95M +$78.6K +264 +4%
JCM
1202
Jacobi Capital Management
Pennsylvania
$1.94M +$182K +610 +9%
IBOK
1203
Independence Bank of Kentucky
Kentucky
$1.94M -$376K -1,264 -15%
QI
1204
Qtron Investments
Massachusetts
$1.94M
CPIG
1205
Chicago Partners Investment Group
Illinois
$1.94M -$393K -1,319 -19%
SCM
1206
Stevens Capital Management
Pennsylvania
$1.94M -$1.19M -3,984 -36%
FMI
1207
F/M Investments
District of Columbia
$1.93M -$6.63M -22,278 -76%
CT
1208
Chicago Trust
Illinois
$1.93M -$653K -2,193 -23%
GSB
1209
Greenfield Savings Bank
Massachusetts
$1.93M +$29.5K +99 +1%
CWP
1210
Concord Wealth Partners
Virginia
$1.92M +$516K +1,733 +32%
TIAA Trust, National Association
1211
TIAA Trust, National Association
North Carolina
$1.92M -$76.2M -256,030 -97%
MMG
1212
Monetary Management Group
Missouri
$1.92M -$59.6K -200 -3%
TWA
1213
Tulsa Wealth Advisors
Oklahoma
$1.91M -$1.2M -4,014 -36%
CAMV
1214
Concord Asset Management (Virginia)
Virginia
$1.9M +$520K +1,745 +33%
PDL
1215
Portfolio Design Labs
California
$1.9M -$160K -537 -7%
BCM
1216
Becker Capital Management
Oregon
$1.9M -$162K -543 -7%
FLC
1217
Fifth Lane Capital
Texas
$1.89M +$387K +1,300 +23%
JHCP
1218
Jackson Hole Capital Partners
Oklahoma
$1.89M +$52.4K +176 +3%
RMAM
1219
Raab & Moskowitz Asset Management
New Jersey
$1.88M -$10.4K -35 -0.5%
KCM
1220
Kathmere Capital Management
Pennsylvania
$1.88M +$367K +1,233 +22%
SH
1221
SLT Holdings
Arizona
$1.88M +$8.04K +27 +0.4%
CAG
1222
Csenge Advisory Group
Florida
$1.87M -$32.8K -110 -2%
CWAG
1223
Compton Wealth Advisory Group
Virginia
$1.87M -$402K -1,350 -16%
SSA
1224
Sierra Summit Advisors
Nevada
$1.87M +$64.6K +217 +3%
BFA
1225
Brown Financial Advisors
Ohio
$1.87M +$152K +511 +8%