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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
TFS
1251
Thoroughbred Financial Services
Tennessee
$1.76M
GCP
1252
GSA Capital Partners
United Kingdom
$1.76M
CWS
1253
Confluence Wealth Services
Pennsylvania
$1.75M
CTA
1254
Clear Trail Advisors
Texas
$1.75M
PFW
1255
Petros Family Wealth
Minnesota
$1.75M
PCG
1256
Prosperity Consulting Group
Maryland
$1.75M
MMPW
1257
Mitchell McLeod Pugh & Williams
Alabama
$1.75M
Luther King Capital Management (LKCM)
1258
Luther King Capital Management (LKCM)
Texas
$1.75M
NFSG
1259
Newbridge Financial Services Group
Florida
$1.74M
WP
1260
WealthShield Partners
North Carolina
$1.74M
KAS
1261
KPP Advisory Services
Kentucky
$1.73M
TFA
1262
Transamerica Financial Advisors
Florida
$1.72M
BTI
1263
Blue Trust Inc
Georgia
$1.72M
PCA
1264
Pallas Capital Advisors
Massachusetts
$1.72M
GI
1265
GS Investments
Minnesota
$1.71M
CAM
1266
Carret Asset Management
New York
$1.71M
LS
1267
Livforsakringsbolaget Skandia
Sweden
$1.71M
TCP
1268
TMB Capital Partners
Arkansas
$1.7M
CFWMA
1269
Center for Wealth Management Advisory
Ohio
$1.7M
RWP
1270
RWA Wealth Partners
Massachusetts
$1.7M
CWM
1271
Circle Wealth Management
New Jersey
$1.7M
IP
1272
Indivisible Partners
Florida
$1.69M
NIWA
1273
New Insight Wealth Advisors
California
$1.69M
ATFA
1274
All Terrain Financial Advisors
Minnesota
$1.69M
GWM
1275
Goldenstone Wealth Management
California
$1.69M