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UnitedHealth

3,015 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, 1,184 increasing their positions, 1,391 reducing their positions, and 397 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 (-$45.4B)

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: 397

Holders
3,015
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
PWMG
1401
Prestige Wealth Management Group
New Jersey
$1.35M
GIM
1402
Generali Investments Management
Slovenia
$1.35M
VIM
1403
Vista Investment Management
Pennsylvania
$1.35M
CPCM
1404
Cardinal Point Capital Management
Ontario, Canada
$1.35M
AC
1405
Avestar Capital
New York
$1.35M
EWM
1406
Empirical Wealth Management
Washington
$1.35M
WE
1407
Wealth Effects
Massachusetts
$1.34M
EP
1408
Edgestream Partners
New Jersey
$1.34M
DWP
1409
Daymark Wealth Partners
Ohio
$1.34M
SP
1410
Stablepoint Partners
Massachusetts
$1.34M
MC
1411
Moors & Cabot
Massachusetts
$1.34M
OFS
1412
OneAscent Financial Services
Alabama
$1.34M
PPA
1413
Pacific Point Advisors
California
$1.34M
DE
1414
Diversified Enterprises
Delaware
$1.33M
FBT
1415
First Bankers Trust
Kentucky
$1.33M
CF
1416
Convergence Financial
Missouri
$1.32M
TP
1417
Tranquility Partners
Tennessee
$1.32M
MWC
1418
MBM Wealth Consultants
Missouri
$1.32M
ISWM
1419
Independent Solutions Wealth Management
New York
$1.32M
FA
1420
Fagan Associates
New York
$1.32M
FAM
1421
Formidable Asset Management
Ohio
$1.32M
SSI
1422
Scott & Selber Inc
Texas
$1.31M
CFA
1423
Cahill Financial Advisors
Minnesota
$1.31M
TWP
1424
Triad Wealth Partners
Kansas
$1.31M
SRC
1425
Shufro Rose & Co
New York
$1.3M