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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
WE
1401
Wealth Effects
Massachusetts
$1.34M
EP
1402
Edgestream Partners
New Jersey
$1.34M
DWP
1403
Daymark Wealth Partners
Ohio
$1.34M
SP
1404
Stablepoint Partners
Massachusetts
$1.34M
MC
1405
Moors & Cabot
Massachusetts
$1.34M
OFS
1406
OneAscent Financial Services
Alabama
$1.34M
PPA
1407
Pacific Point Advisors
California
$1.34M
DE
1408
Diversified Enterprises
Delaware
$1.33M
FBT
1409
First Bankers Trust
Kentucky
$1.33M
CF
1410
Convergence Financial
Missouri
$1.32M
TP
1411
Tranquility Partners
Tennessee
$1.32M
MWC
1412
MBM Wealth Consultants
Missouri
$1.32M
ISWM
1413
Independent Solutions Wealth Management
New York
$1.32M
FA
1414
Fagan Associates
New York
$1.32M
FAM
1415
Formidable Asset Management
Ohio
$1.32M
SSI
1416
Scott & Selber Inc
Texas
$1.31M
CFA
1417
Cahill Financial Advisors
Minnesota
$1.31M
TWP
1418
Triad Wealth Partners
Kansas
$1.31M
SRC
1419
Shufro Rose & Co
New York
$1.3M
FFS
1420
Founders Financial Securities
Maryland
$1.3M
SWM
1421
SilverOak Wealth Management
Minnesota
$1.3M
RWPA
1422
Richard W. Paul & Associates
Michigan
$1.29M
BL
1423
Balentine LLC
Georgia
$1.29M
BFM
1424
Boothbay Fund Management
New York
$1.28M
TVPW
1425
Third View Private Wealth
Connecticut
$1.28M