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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 189 funds opening new positions, 1,188 increasing their positions, 1,390 reducing their positions, and 398 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: 189 | Existing positions closed: 398

Holders
3,018
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
FMI
1401
Frec Markets Inc
California
$1.35M
PWMG
1402
Prestige Wealth Management Group
New Jersey
$1.35M
GIM
1403
Generali Investments Management
Slovenia
$1.35M
VIM
1404
Vista Investment Management
Pennsylvania
$1.35M
CPCM
1405
Cardinal Point Capital Management
Ontario, Canada
$1.35M
AC
1406
Avestar Capital
New York
$1.35M
EWM
1407
Empirical Wealth Management
Washington
$1.35M
WE
1408
Wealth Effects
Massachusetts
$1.34M
EP
1409
Edgestream Partners
New Jersey
$1.34M
DWP
1410
Daymark Wealth Partners
Ohio
$1.34M
SP
1411
Stablepoint Partners
Massachusetts
$1.34M
MC
1412
Moors & Cabot
Massachusetts
$1.34M
OFS
1413
OneAscent Financial Services
Alabama
$1.34M
PPA
1414
Pacific Point Advisors
California
$1.34M
DE
1415
Diversified Enterprises
Delaware
$1.33M
FBT
1416
First Bankers Trust
Kentucky
$1.33M
CF
1417
Convergence Financial
Missouri
$1.32M
TP
1418
Tranquility Partners
Tennessee
$1.32M
MWC
1419
MBM Wealth Consultants
Missouri
$1.32M
ISWM
1420
Independent Solutions Wealth Management
New York
$1.32M
FA
1421
Fagan Associates
New York
$1.32M
FAM
1422
Formidable Asset Management
Ohio
$1.32M
SSI
1423
Scott & Selber Inc
Texas
$1.31M
CFA
1424
Cahill Financial Advisors
Minnesota
$1.31M
TWP
1425
Triad Wealth Partners
Kansas
$1.31M