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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
CCWM
1301
Cassaday & Co Wealth Management
Virginia
$1.6M
PPWP
1302
Premier Path Wealth Partners
New Jersey
$1.6M
SIC
1303
Shoker Investment Counsel
Ohio
$1.6M
AF
1304
Affiance Financial
Minnesota
$1.6M
SWA
1305
Stratos Wealth Advisors
Ohio
$1.6M
CWM
1306
Connecticut Wealth Management
Connecticut
$1.59M
EWM
1307
Evergreen Wealth Management
Michigan
$1.59M
PA
1308
PFG Advisors
Arizona
$1.58M
DF
1309
Donoghue Forlines
Massachusetts
$1.58M
1C
1310
111 Capital
France
$1.58M
TPCW
1311
TD Private Client Wealth
New York
$1.57M
CI
1312
Cherokee Insurance
Michigan
$1.57M
HT
1313
Headlands Technologies
Illinois
$1.57M
CHC
1314
City Holding Co
West Virginia
$1.56M
RA
1315
RFG Advisory
Alabama
$1.55M
BSC
1316
Brown Shipley & Co
United Kingdom
$1.55M
VA
1317
Valmark Advisers
Ohio
$1.55M
PFBT
1318
Parkside Financial Bank & Trust
Missouri
$1.55M
ANBT
1319
American National Bank & Trust
Texas
$1.55M
CCM
1320
Chiron Capital Management
Florida
$1.55M
DA
1321
Dover Advisors
Virginia
$1.55M
BCM
1322
Birch Capital Management
Texas
$1.54M
AWM
1323
Accurate Wealth Management
Florida
$1.54M
RP
1324
Rowlandmiller & Partners
Georgia
$1.54M
SP
1325
SWS Partners
Ohio
$1.53M