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
37.14%
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
ICP
1251
Impact Capital Partners
Colorado
$1.78M -$70.9K -238 -3%
BAM
1252
BOCHK Asset Management
Hong Kong
$1.78M +$208K +700 +12%
EPIMS
1253
Evelyn Partners Investment Management Services
$1.78M +$40.5K +136 +2%
MNBTD
1254
Moody National Bank Trust Division
Texas
$1.78M -$66.1K -222 -3%
ACL
1255
Applied Capital LLC
Florida
$1.77M +$108K +362 +6%
SGI
1256
Summit Global Investments
Utah
$1.76M -$47.4K -159 -2%
TFS
1257
Thoroughbred Financial Services
Tennessee
$1.76M -$51.5K -173 -3%
GCP
1258
GSA Capital Partners
United Kingdom
$1.76M -$54.8K -184 -3%
CWS
1259
Confluence Wealth Services
Pennsylvania
$1.75M +$120K +404 +7%
CTA
1260
Clear Trail Advisors
Texas
$1.75M -$126K -424 -6%
PFW
1261
Petros Family Wealth
Minnesota
$1.75M +$48.5K +163 +3%
PCG
1262
Prosperity Consulting Group
Maryland
$1.75M -$157K -528 -8%
MMPW
1263
Mitchell McLeod Pugh & Williams
Alabama
$1.75M
Luther King Capital Management (LKCM)
1264
Luther King Capital Management (LKCM)
Texas
$1.75M -$899K -3,020 -32%
NFSG
1265
Newbridge Financial Services Group
Florida
$1.74M -$491K -1,650 -20%
WP
1266
WealthShield Partners
North Carolina
$1.74M -$2.07M -6,950 -52%
KAS
1267
KPP Advisory Services
Kentucky
$1.73M +$488K +1,640 +34%
TFA
1268
Transamerica Financial Advisors
Florida
$1.72M +$653K +2,193 +53%
BTI
1269
Blue Trust Inc
Georgia
$1.72M -$54.2K -182 -3%
PCA
1270
Pallas Capital Advisors
Massachusetts
$1.72M -$443K -1,487 -19%
GI
1271
GS Investments
Minnesota
$1.71M -$441K -1,482 -19%
CAM
1272
Carret Asset Management
New York
$1.71M -$201K -674 -10%
LS
1273
Livforsakringsbolaget Skandia
Sweden
$1.71M
TCP
1274
TMB Capital Partners
Arkansas
$1.7M +$981K +3,295 +110%
CFWMA
1275
Center for Wealth Management Advisory
Ohio
$1.7M +$14.6K +49 +0.8%