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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
SIA
1351
Schear Investment Advisers
Ohio
$1.45M
BCP
1352
Berkeley Capital Partners
Georgia
$1.45M
CCMT
1353
CMT Capital Markets Trading
Germany
$1.45M
GWM
1354
Geneos Wealth Management
Colorado
$1.45M
TCOT
1355
Trust Company of Toledo
Ohio
$1.45M
EFG
1356
Everhart Financial Group
Ohio
$1.45M
GP
1357
Greenline Partners
New York
$1.44M
HI
1358
Harper Investing
California
$1.44M
PFGIA
1359
Patriot Financial Group Insurance Agency
Massachusetts
$1.44M
CL
1360
CVFG LLC
Indiana
$1.43M
BCB
1361
Brian C. Broderick
$1.43M
GWP
1362
Gen-Wealth Partners
Michigan
$1.43M
MCM
1363
Manchester Capital Management
Vermont
$1.43M
MPAM
1364
Murphy Pohlad Asset Management
Minnesota
$1.43M
CIA
1365
Cladis Investment Advisory
Montana
$1.43M
DFC
1366
DB Fitzpatrick & Co
Idaho
$1.43M
FSWA
1367
Financial Synergies Wealth Advisors
Texas
$1.42M
WWM
1368
Whalen Wealth Management
Nevada
$1.42M
HNW
1369
High Note Wealth
Minnesota
$1.41M
APP
1370
Avantax Planning Partners
Iowa
$1.41M
AIP
1371
Arrowpoint Investment Partners
Singapore
$1.41M
LFG
1372
Larson Financial Group
Missouri
$1.41M
PSB
1373
Piscataqua Savings Bank
New Hampshire
$1.41M
GKIM
1374
GW&K Investment Management
Massachusetts
$1.4M
AC
1375
Apella Capital
Connecticut
$1.4M