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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
ANBT
1326
American National Bank & Trust
Texas
$1.55M -$89.6K -301 -5%
CCM
1327
Chiron Capital Management
Florida
$1.55M +$1.71M +5,726 New
DA
1328
Dover Advisors
Virginia
$1.55M -$47.1K -158 -3%
BCM
1329
Birch Capital Management
Texas
$1.54M -$53K -178 -3%
AWM
1330
Accurate Wealth Management
Florida
$1.54M +$86.7K +291 +6%
RP
1331
Rowlandmiller & Partners
Georgia
$1.54M +$202K +678 +14%
SP
1332
SWS Partners
Ohio
$1.53M +$338K +1,135 +25%
NWMG
1333
Nicholson Wealth Management Group
South Carolina
$1.53M +$39.6K +133 +2%
MYLI
1334
Meiji Yasuda Life Insurance
Japan
$1.53M -$139K -468 -8%
MFG
1335
Magnus Financial Group
New York
$1.52M -$201K -675 -11%
APW
1336
Aventura Private Wealth
Florida
$1.52M -$33.1K -111 -2%
BFO
1337
Boston Family Office
Massachusetts
$1.52M -$216K -724 -11%
WA
1338
Wealth Architects
California
$1.52M +$105K +354 +7%
PCS
1339
Personal CFO Solutions
New Jersey
$1.51M +$277K +931 +20%
EWA
1340
EverSource Wealth Advisors
Alabama
$1.5M +$35.7K +120 +2%
MIM
1341
Morningstar Investment Management
Illinois
$1.5M +$133K +446 +9%
CAG
1342
Crestwood Advisors Group
Massachusetts
$1.5M -$110K -368 -6%
ACM
1343
ADAR1 Capital Management
Texas
$1.49M +$1.64M +5,501 New
LCM
1344
LRT Capital Management
Texas
$1.48M -$73.6K -247 -4%
JSW
1345
Journey Strategic Wealth
New Jersey
$1.47M -$442K -1,484 -21%
SS
1346
Sunbelt Securities
Texas
$1.47M +$1.2M +4,013 +283%
TWP
1347
Tyche Wealth Partners
Texas
$1.46M -$97.1K -326 -6%
BAM
1348
Blueshift Asset Management
New Jersey
$1.46M +$1.37M +4,605 +579%
RA
1349
RiverPark Advisors
New York
$1.46M +$108K +364 +7%
EWM
1350
Elmwood Wealth Management
California
$1.46M -$78.6K -264 -5%

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.