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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
RWP
1276
RWA Wealth Partners
Massachusetts
$1.7M +$45K +151 +2%
CWM
1277
Circle Wealth Management
New Jersey
$1.7M +$3.57K +12 +0.2%
IP
1278
Indivisible Partners
Florida
$1.69M +$853K +2,865 +84%
NIWA
1279
New Insight Wealth Advisors
California
$1.69M +$712K +2,392 +62%
ATFA
1280
All Terrain Financial Advisors
Minnesota
$1.69M +$121K +407 +7%
GWM
1281
Goldenstone Wealth Management
California
$1.69M +$2.38K +8 +0.1%
RCWM
1282
Royal Capital Wealth Management
Indiana
$1.68M -$11K -37 -0.6%
SAM
1283
Silvercrest Asset Management
New York
$1.68M -$1.45M -4,871 -44%
SIP
1284
Stoneridge Investment Partners
Pennsylvania
$1.68M +$1.08M +3,623 +140%
AA
1285
Advisory Alpha
Michigan
$1.67M +$199K +669 +12%
TIS
1286
Titan Investment Solutions
$1.67M -$8.34M -28,019 -82%
DIA
1287
Dana Investment Advisors
Wisconsin
$1.66M -$744K -2,497 -29%
CCFM
1288
Clear Creek Financial Management
Washington
$1.66M +$561K +1,885 +44%
DCM
1289
Delta Capital Management
New Jersey
$1.66M -$5.96K -20 -0.3%
SFO
1290
Stenger Family Office
Illinois
$1.66M -$163K -548 -8%
SFS
1291
Sowell Financial Services
Arkansas
$1.66M -$1.91M -6,413 -51%
SACTSONJ
1292
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.66M +$546K +1,833 +43%
JSAM
1293
J. Safra Asset Management
New York
$1.66M +$92K +309 +5%
BFP
1294
Birchwood Financial Partners
Minnesota
$1.65M +$893 +3 +0%
KNW
1295
Kesler Norman & Wride
Utah
$1.65M +$240K +807 +15%
PC
1296
Permanens Capital
New York
$1.65M -$1.21M -4,065 -40%
KCM
1297
Kanawha Capital Management
Virginia
$1.65M +$626K +2,102 +53%
CC
1298
Constitution Capital
Connecticut
$1.65M -$197K -660 -10%
CBT
1299
CoreFirst Bank & Trust
Kansas
$1.65M +$1.2M +4,043 +198%
DGM
1300
Delta Global Management
New York
$1.64M +$1.8M +6,050 New

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.