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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
PCMK
1376
Paragon Capital Management (Kansas)
Kansas
$1.4M
SFG
1377
Shum Financial Group
California
$1.4M
LAM
1378
LOM Asset Management
$1.39M
GS
1379
GTS Securities
New York
$1.39M
PA
1380
Paralel Advisors
Colorado
$1.38M
PTC
1381
Private Trust Company
Ohio
$1.38M
RGC
1382
Roberts, Glore & Co
Illinois
$1.38M
BA
1383
Bridgewater Advisors
New York
$1.38M
MWA
1384
Meridian Wealth Advisors
Texas
$1.38M
AIC
1385
Archer Investment Corporation
Indiana
$1.37M
KWM
1386
Kassira Wealth Management
Tennessee
$1.37M
IAS
1387
IMA Advisory Services
Colorado
$1.37M
AB
1388
ANB Bank
Colorado
$1.37M
MWM
1389
Modern Wealth Management
Kansas
$1.36M
GI
1390
GLOBALT Investments
Georgia
$1.36M
SSWM
1391
Sheets Smith Wealth Management
North Carolina
$1.36M
MUAMU
1392
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.35M
CA
1393
Crossingbridge Advisors
New York
$1.35M
FMI
1394
Frec Markets Inc
California
$1.35M
PWMG
1395
Prestige Wealth Management Group
New Jersey
$1.35M
GIM
1396
Generali Investments Management
Slovenia
$1.35M
VIM
1397
Vista Investment Management
Pennsylvania
$1.35M
CPCM
1398
Cardinal Point Capital Management
Ontario, Canada
$1.35M
AC
1399
Avestar Capital
New York
$1.35M
EWM
1400
Empirical Wealth Management
Washington
$1.35M