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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
HNW
1376
High Note Wealth
Minnesota
$1.41M +$118K +396 +8%
APP
1377
Avantax Planning Partners
Iowa
$1.41M -$226K -760 -13%
AIP
1378
Arrowpoint Investment Partners
Singapore
$1.41M +$1.55M +5,216 New
LFG
1379
Larson Financial Group
Missouri
$1.41M -$169K -569 -10%
PSB
1380
Piscataqua Savings Bank
New Hampshire
$1.41M -$5.06K -17 -0.3%
GKIM
1381
GW&K Investment Management
Massachusetts
$1.4M -$22.9M -76,745 -94%
AC
1382
Apella Capital
Connecticut
$1.4M +$347K +1,166 +37%
PCMK
1383
Paragon Capital Management (Kansas)
Kansas
$1.4M -$7.74K -26 -0.5%
SFG
1384
Shum Financial Group
California
$1.4M +$24.4K +82 +2%
LAM
1385
LOM Asset Management
$1.39M -$70.6K -237 -4%
GS
1386
GTS Securities
New York
$1.39M -$3.69M -12,400 -71%
PA
1387
Paralel Advisors
Colorado
$1.38M
PTC
1388
Private Trust Company
Ohio
$1.38M -$295K -991 -16%
RGC
1389
Roberts, Glore & Co
Illinois
$1.38M -$19.1K -64 -1%
BA
1390
Bridgewater Advisors
New York
$1.38M +$114K +383 +9%
MWA
1391
Meridian Wealth Advisors
Texas
$1.38M -$1.87M -6,288 -55%
AIC
1392
Archer Investment Corporation
Indiana
$1.37M -$215K -721 -12%
KWM
1393
Kassira Wealth Management
Tennessee
$1.37M +$101K +339 +7%
IAS
1394
IMA Advisory Services
Colorado
$1.37M +$12.8K +43 +0.9%
AB
1395
ANB Bank
Colorado
$1.37M +$136K +458 +10%
MWM
1396
Modern Wealth Management
Kansas
$1.36M -$76.5K -257 -5%
GI
1397
GLOBALT Investments
Georgia
$1.36M -$53.6K -180 -3%
SSWM
1398
Sheets Smith Wealth Management
North Carolina
$1.36M -$11.3K -38 -0.8%
MUAMU
1399
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.35M +$1.49M +5,000 New
CA
1400
Crossingbridge Advisors
New York
$1.35M +$1.49M +5,000 New

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.