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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
FMI
1401
Frec Markets Inc
California
$1.35M +$314K +1,053 +27%
PWMG
1402
Prestige Wealth Management Group
New Jersey
$1.35M +$36.3K +122 +3%
GIM
1403
Generali Investments Management
Slovenia
$1.35M -$1.3M -4,367 -47%
VIM
1404
Vista Investment Management
Pennsylvania
$1.35M +$2.38K +8 +0.2%
CPCM
1405
Cardinal Point Capital Management
Ontario, Canada
$1.35M +$58.1K +195 +4%
AC
1406
Avestar Capital
New York
$1.35M +$16.7K +56 +1%
EWM
1407
Empirical Wealth Management
Washington
$1.35M -$655K -2,199 -31%
WE
1408
Wealth Effects
Massachusetts
$1.34M -$20.5K -69 -1%
EP
1409
Edgestream Partners
New Jersey
$1.34M -$88.4K -297 -6%
DWP
1410
Daymark Wealth Partners
Ohio
$1.34M +$73.6K +247 +5%
SP
1411
Stablepoint Partners
Massachusetts
$1.34M +$95K +319 +7%
MC
1412
Moors & Cabot
Massachusetts
$1.34M -$110K -368 -7%
OFS
1413
OneAscent Financial Services
Alabama
$1.34M +$179K +601 +14%
PPA
1414
Pacific Point Advisors
California
$1.34M -$27.1K -91 -2%
DE
1415
Diversified Enterprises
Delaware
$1.33M +$49.7K +167 +4%
FBT
1416
First Bankers Trust
Kentucky
$1.33M +$86.4K +290 +6%
CF
1417
Convergence Financial
Missouri
$1.32M +$1.2M +4,040 +519%
TP
1418
Tranquility Partners
Tennessee
$1.32M -$49.4K -166 -3%
MWC
1419
MBM Wealth Consultants
Missouri
$1.32M +$27.4K +92 +2%
ISWM
1420
Independent Solutions Wealth Management
New York
$1.32M +$107K +360 +8%
FA
1421
Fagan Associates
New York
$1.32M -$7.45K -25 -0.5%
FAM
1422
Formidable Asset Management
Ohio
$1.32M -$73.6K -247 -6%
SSI
1423
Scott & Selber Inc
Texas
$1.31M -$4.47K -15 -0.3%
CFA
1424
Cahill Financial Advisors
Minnesota
$1.31M +$8.34K +28 +0.6%
TWP
1425
Triad Wealth Partners
Kansas
$1.31M +$146K +489 +11%

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.