We are live on ! Find out more
UNH icon

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
Financial Engines Advisors
1351
Financial Engines Advisors
California
$1.46M +$103K +345 +7%
SIG
1352
Sargent Investment Group
Maryland
$1.46M +$78K +262 +5%
ATS
1353
Ashton Thomas Securities
New York
$1.46M +$108K +363 +7%
SIC
1354
Samalin Investment Counsel
New York
$1.46M -$96.2K -323 -6%
HNB
1355
Hilltop National Bank
Wyoming
$1.45M +$87.3K +293 +6%
LIA
1356
Limestone Investment Advisors
New York
$1.45M +$1.6M +5,374 New
FFS
1357
Fischer Financial Services
Pennsylvania
$1.45M -$465K -1,563 -23%
SIA
1358
Schear Investment Advisers
Ohio
$1.45M +$27.4K +92 +2%
BCP
1359
Berkeley Capital Partners
Georgia
$1.45M +$409K +1,373 +34%
CCMT
1360
CMT Capital Markets Trading
Germany
$1.45M +$1.6M +5,357 New
GWM
1361
Geneos Wealth Management
Colorado
$1.45M -$103K -345 -6%
TCOT
1362
Trust Company of Toledo
Ohio
$1.45M +$426K +1,430 +36%
EFG
1363
Everhart Financial Group
Ohio
$1.45M +$281K +945 +21%
GP
1364
Greenline Partners
New York
$1.44M -$323K -1,083 -17%
HI
1365
Harper Investing
California
$1.44M +$1.58M +5,322 New
PFGIA
1366
Patriot Financial Group Insurance Agency
Massachusetts
$1.44M +$588K +1,975 +59%
CL
1367
CVFG LLC
Indiana
$1.43M +$1.33M +4,467 +539%
BCB
1368
Brian C. Broderick
$1.43M -$1.95M -6,558 -55%
GWP
1369
Gen-Wealth Partners
Michigan
$1.43M +$85.2K +286 +6%
MCM
1370
Manchester Capital Management
Vermont
$1.43M -$34.8K -117 -2%
MPAM
1371
Murphy Pohlad Asset Management
Minnesota
$1.43M -$70K -235 -4%
CIA
1372
Cladis Investment Advisory
Montana
$1.43M +$390K +1,311 +33%
DFC
1373
DB Fitzpatrick & Co
Idaho
$1.43M +$166K +556 +12%
FSWA
1374
Financial Synergies Wealth Advisors
Texas
$1.42M -$17.6K -59 -1%
WWM
1375
Whalen Wealth Management
Nevada
$1.42M +$438K +1,472 +39%

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.