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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
NWMG
1326
Nicholson Wealth Management Group
South Carolina
$1.53M
MYLI
1327
Meiji Yasuda Life Insurance
Japan
$1.53M
MFG
1328
Magnus Financial Group
New York
$1.52M
APW
1329
Aventura Private Wealth
Florida
$1.52M
BFO
1330
Boston Family Office
Massachusetts
$1.52M
WA
1331
Wealth Architects
California
$1.52M
PCS
1332
Personal CFO Solutions
New Jersey
$1.51M
EWA
1333
EverSource Wealth Advisors
Alabama
$1.5M
MIM
1334
Morningstar Investment Management
Illinois
$1.5M
CAG
1335
Crestwood Advisors Group
Massachusetts
$1.5M
ACM
1336
ADAR1 Capital Management
Texas
$1.49M
LCM
1337
LRT Capital Management
Texas
$1.48M
JSW
1338
Journey Strategic Wealth
New Jersey
$1.47M
SS
1339
Sunbelt Securities
Texas
$1.47M
TWP
1340
Tyche Wealth Partners
Texas
$1.46M
BAM
1341
Blueshift Asset Management
New Jersey
$1.46M
RA
1342
RiverPark Advisors
New York
$1.46M
EWM
1343
Elmwood Wealth Management
California
$1.46M
Financial Engines Advisors
1344
Financial Engines Advisors
California
$1.46M
SIG
1345
Sargent Investment Group
Maryland
$1.46M
ATS
1346
Ashton Thomas Securities
New York
$1.46M
SIC
1347
Samalin Investment Counsel
New York
$1.46M
HNB
1348
Hilltop National Bank
Wyoming
$1.45M
LIA
1349
Limestone Investment Advisors
New York
$1.45M
FFS
1350
Fischer Financial Services
Pennsylvania
$1.45M