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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
37.14%
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
HH
1226
Hilltop Holdings
Texas
$1.87M -$3.74M -12,545 -65%
AWA
1227
Argo Wealth Advisory
Virginia
$1.87M +$721K +2,421 +54%
PTP
1228
Platform Technology Partners
New York
$1.87M +$462K +1,551 +29%
AC
1229
AXQ Capital
New Jersey
$1.85M -$611K -2,051 -23%
CAAS
1230
Capital Asset Advisory Services
Michigan
$1.84M -$288K -967 -15%
IC
1231
Inkwell Capital
Florida
$1.84M -$13.7K -46 -0.7%
SAI
1232
Savvy Advisors Inc
New York
$1.83M +$61.3K +206 +3%
CMAI
1233
Capital Management Associates Inc
Minnesota
$1.83M +$81.6K +274 +4%
TFP
1234
Tilia Fiduciary Partners
North Carolina
$1.82M +$120K +404 +6%
SWM
1235
Sendero Wealth Management
Texas
$1.82M +$23.8K +80 +1%
CFP
1236
Catalyst Financial Partners
Massachusetts
$1.82M +$235K +790 +13%
FI
1237
Fosun International
China
$1.82M
HIC
1238
Holderness Investments Company
North Carolina
$1.82M -$94.1K -316 -4%
GAM
1239
Griffin Asset Management
New York
$1.81M -$708K -2,378 -26%
RWC
1240
Rare Wolf Capital
Washington
$1.81M +$558K +1,874 +39%
ADL
1241
Asset Dedication LLC
California
$1.81M -$468K -1,572 -19%
BWM
1242
BigSur Wealth Management
Florida
$1.81M -$655K -2,200 -25%
BAAM
1243
Baker Avenue Asset Management
California
$1.81M +$214K +720 +12%
FNBOO
1244
First National Bank of Omaha
Nebraska
$1.8M -$110K -369 -5%
COI
1245
Connable Office Inc
Michigan
$1.8M +$1.49K +5 +0.1%
CS
1246
Cannell & Spears
New York
$1.8M -$65.8K -221 -3%
WIS
1247
Wright Investors Service
Connecticut
$1.79M -$1.62M -5,453 -45%
SW
1248
SVB Wealth
Massachusetts
$1.79M -$2.07M -6,941 -51%
LIM
1249
Longfellow Investment Management
Massachusetts
$1.79M +$354K +1,188 +22%
HFM
1250
Hartford Financial Management
Connecticut
$1.79M +$142K +477 +8%

UNH Hedge Fund Activity: Q1 2026 in Review

3,018 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2026, worth a combined $203B — down 18% from $248B a quarter earlier.

Sellers outnumbered buyers: 399 funds closed out of UNH and 188 opened new positions — a net loss of 211 holders — while 1,390 trimmed existing stakes and 1,189 added.

The largest buyer was Charles Schwab, adding an estimated $3.69B. The largest seller was Capital International Investors, cutting an estimated $2.87B.

  • 3,018 institutional investors held UnitedHealth (UNH) as of Q1 2026, down from 3,295 in Q4 2025.
  • Funds reported $203B of UnitedHealth stock for Q1 2026, down 18% quarter-over-quarter.
  • 188 funds opened new UnitedHealth positions in Q1 2026 and 399 closed out, a net change of -211 holders.
  • The largest UnitedHealth buyer in Q1 2026 was Charles Schwab, an estimated $3.69B added.
  • The largest UnitedHealth seller in Q1 2026 was Capital International Investors, an estimated $2.87B sold.

Based on aggregated 13F filings for Q1 2026.